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
1601
$24K ﹤0.01%
292
1602
$24K ﹤0.01%
525
1603
$24K ﹤0.01%
+243
1604
$24K ﹤0.01%
381
1605
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1,399
1606
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113
1607
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236
1608
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181
1609
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784
1610
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815
1611
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924
1612
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1,049
1613
$24K ﹤0.01%
803
1614
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4,000
1615
$24K ﹤0.01%
399
1616
$24K ﹤0.01%
467
1617
$24K ﹤0.01%
310
1618
$23K ﹤0.01%
454
1619
$23K ﹤0.01%
234
1620
$23K ﹤0.01%
723
1621
$23K ﹤0.01%
230
1622
$23K ﹤0.01%
380
1623
$23K ﹤0.01%
253
1624
$23K ﹤0.01%
176
1625
$23K ﹤0.01%
589