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
1576
$26K ﹤0.01%
781
1577
$26K ﹤0.01%
388
1578
$25K ﹤0.01%
400
1579
$25K ﹤0.01%
1,362
1580
$25K ﹤0.01%
111
1581
$25K ﹤0.01%
241
1582
$25K ﹤0.01%
200
1583
$25K ﹤0.01%
579
1584
$25K ﹤0.01%
1,517
1585
$25K ﹤0.01%
661
1586
$25K ﹤0.01%
+517
1587
$25K ﹤0.01%
254
1588
$25K ﹤0.01%
909
1589
$25K ﹤0.01%
1,143
1590
$25K ﹤0.01%
1,098
1591
$25K ﹤0.01%
495
1592
$25K ﹤0.01%
1,096
1593
$25K ﹤0.01%
258
1594
$24K ﹤0.01%
263
1595
$24K ﹤0.01%
1,116
1596
$24K ﹤0.01%
120
1597
$24K ﹤0.01%
750
1598
$24K ﹤0.01%
904
1599
$24K ﹤0.01%
159
1600
$24K ﹤0.01%
906
62 63
64
65 66