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
1401
$40K ﹤0.01%
834
1402
$40K ﹤0.01%
660
1403
$40K ﹤0.01%
1,748
1404
$40K ﹤0.01%
199
1405
$40K ﹤0.01%
1,294
1406
$40K ﹤0.01%
817
1407
$39K ﹤0.01%
2,098
1408
$39K ﹤0.01%
1,160
1409
$39K ﹤0.01%
197
1410
$39K ﹤0.01%
1,037
1411
$39K ﹤0.01%
1,049
1412
$39K ﹤0.01%
189
1413
$39K ﹤0.01%
1,545
1414
$38K ﹤0.01%
325
1415
$38K ﹤0.01%
67
1416
$38K ﹤0.01%
979
1417
$38K ﹤0.01%
449
1418
$38K ﹤0.01%
633
1419
$38K ﹤0.01%
1,548
1420
$38K ﹤0.01%
4,408
1421
$38K ﹤0.01%
1,243
1422
$38K ﹤0.01%
360
1423
$38K ﹤0.01%
818
1424
$38K ﹤0.01%
1,493
1425
$38K ﹤0.01%
1,281
55 56
57
58 59