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
1501
$31K ﹤0.01%
1,079
-13
1502
$31K ﹤0.01%
+629
1503
$31K ﹤0.01%
608
1504
$31K ﹤0.01%
1,729
1505
$31K ﹤0.01%
2,182
1506
$31K ﹤0.01%
572
1507
$31K ﹤0.01%
387
1508
$31K ﹤0.01%
539
1509
$31K ﹤0.01%
194
1510
$31K ﹤0.01%
936
1511
$31K ﹤0.01%
1,342
1512
$31K ﹤0.01%
1,538
1513
$30K ﹤0.01%
1,660
1514
$30K ﹤0.01%
990
1515
$30K ﹤0.01%
1,785
1516
$30K ﹤0.01%
200
1517
$30K ﹤0.01%
454
1518
$30K ﹤0.01%
1,097
1519
$30K ﹤0.01%
633
1520
$30K ﹤0.01%
1,550
1521
$30K ﹤0.01%
745
1522
$30K ﹤0.01%
1,561
1523
$30K ﹤0.01%
1,236
1524
$30K ﹤0.01%
361
1525
$30K ﹤0.01%
1,220
59 60
61
62 63