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
1551
$28K ﹤0.01%
690
1552
$27K ﹤0.01%
433
1553
$27K ﹤0.01%
827
1554
$27K ﹤0.01%
1,181
1555
$27K ﹤0.01%
235
1556
$27K ﹤0.01%
500
1557
$27K ﹤0.01%
1,500
1558
$27K ﹤0.01%
1,255
1559
$27K ﹤0.01%
485
1560
$27K ﹤0.01%
2,007
1561
$27K ﹤0.01%
1,038
1562
$27K ﹤0.01%
143
1563
$27K ﹤0.01%
1,205
1564
$27K ﹤0.01%
1,784
1565
$26K ﹤0.01%
202
1566
$26K ﹤0.01%
168
1567
$26K ﹤0.01%
198
1568
$26K ﹤0.01%
954
1569
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773
1570
$26K ﹤0.01%
624
1571
$26K ﹤0.01%
253
1572
$26K ﹤0.01%
779
1573
$26K ﹤0.01%
401
1574
$26K ﹤0.01%
429
1575
$26K ﹤0.01%
530
61 62
63
64 65