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
126
$21.1M 0.17%
259,736
127
$20.9M 0.17%
57,151
128
$20.6M 0.16%
219,724
129
$20.6M 0.16%
52,271
130
$20.5M 0.16%
81,499
131
$20.2M 0.16%
334,531
132
$20.1M 0.16%
250,924
133
$20.1M 0.16%
244,985
134
$19.7M 0.16%
412,683
135
$19.6M 0.16%
323,531
136
$19.5M 0.16%
315,510
137
$19.5M 0.16%
530,034
138
$19.1M 0.15%
819,930
139
$18.9M 0.15%
300,245
140
$18.6M 0.15%
355,428
141
$18.5M 0.15%
388,003
142
$18.3M 0.15%
319,092
143
$18.1M 0.14%
146,192
144
$18.1M 0.14%
856,262
145
$18M 0.14%
126,740
146
$17.8M 0.14%
336,990
147
$17.6M 0.14%
110,535
148
$17.6M 0.14%
317,288
149
$17.4M 0.14%
50,129
150
$17M 0.14%
214,512
4 5
6
7 8