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
1426
$38K ﹤0.01%
284
1427
$38K ﹤0.01%
903
1428
$38K ﹤0.01%
2,000
1429
$38K ﹤0.01%
385
1430
$38K ﹤0.01%
986
1431
$38K ﹤0.01%
917
1432
$38K ﹤0.01%
1,857
1433
$37K ﹤0.01%
989
1434
$37K ﹤0.01%
3,620
1435
$37K ﹤0.01%
169
1436
$37K ﹤0.01%
2,934
1437
$37K ﹤0.01%
957
1438
$37K ﹤0.01%
177
1439
$37K ﹤0.01%
788
1440
$36K ﹤0.01%
1,027
1441
$36K ﹤0.01%
362
1442
$36K ﹤0.01%
477
1443
$36K ﹤0.01%
1,415
1444
$36K ﹤0.01%
676
1445
$36K ﹤0.01%
2,333
1446
$36K ﹤0.01%
481
1447
$36K ﹤0.01%
2,327
1448
$36K ﹤0.01%
381
1449
$36K ﹤0.01%
2,465
1450
$36K ﹤0.01%
608
56 57
58
59 60