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
1526
$29K ﹤0.01%
916
1527
$29K ﹤0.01%
766
1528
$29K ﹤0.01%
3,291
1529
$29K ﹤0.01%
220
1530
$29K ﹤0.01%
344
1531
$29K ﹤0.01%
190
1532
$29K ﹤0.01%
11,000
1533
$29K ﹤0.01%
1,995
1534
$28K ﹤0.01%
183
1535
$28K ﹤0.01%
316
1536
$28K ﹤0.01%
719
1537
$28K ﹤0.01%
758
1538
$28K ﹤0.01%
648
1539
$28K ﹤0.01%
702
1540
$28K ﹤0.01%
200
1541
$28K ﹤0.01%
298
1542
$28K ﹤0.01%
87
1543
$28K ﹤0.01%
2,000
1544
$28K ﹤0.01%
300
1545
$28K ﹤0.01%
1,342
1546
$28K ﹤0.01%
3,000
1547
$28K ﹤0.01%
384
1548
$28K ﹤0.01%
3,600
1549
$28K ﹤0.01%
1,156
1550
$28K ﹤0.01%
750
60 61
62
63 64