Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.5B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,010
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9M
3
+$8.62M
4
IAA
IAA, Inc. Common Stock
IAA
+$7.3M
5
FSLY icon
Fastly Inc
FSLY
+$7.29M

Top Sells

1
+$6.04M
2
+$1.54M
3
+$937K
4
FAST icon
Fastenal
FAST
+$142K
5
VFC icon
VF Corp
VFC
+$33.8K

Sector Composition

1 Technology 6.37%
2 Healthcare 4.87%
3 Financials 3.56%
4 Industrials 2.73%
5 Consumer Discretionary 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$43K ﹤0.01%
1,188
1377
$43K ﹤0.01%
575
1378
$42K ﹤0.01%
883
1379
$42K ﹤0.01%
764
1380
$42K ﹤0.01%
498
1381
$42K ﹤0.01%
1,500
1382
$42K ﹤0.01%
929
1383
$42K ﹤0.01%
636
1384
$42K ﹤0.01%
1,050
1385
$42K ﹤0.01%
1,031
1386
$42K ﹤0.01%
1,756
1387
$42K ﹤0.01%
1,175
1388
$41K ﹤0.01%
1,155
1389
$41K ﹤0.01%
1,304
+978
1390
$41K ﹤0.01%
812
1391
$41K ﹤0.01%
542
1392
$41K ﹤0.01%
640
1393
$41K ﹤0.01%
562
1394
$41K ﹤0.01%
1,598
1395
$41K ﹤0.01%
308
1396
$41K ﹤0.01%
454
1397
$40K ﹤0.01%
865
1398
$40K ﹤0.01%
669
1399
$40K ﹤0.01%
1,464
1400
$40K ﹤0.01%
758
54 55
56
57 58