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
1626
$23K ﹤0.01%
249
1627
$23K ﹤0.01%
846
1628
$23K ﹤0.01%
851
1629
$23K ﹤0.01%
73
1630
$23K ﹤0.01%
758
1631
$23K ﹤0.01%
1,000
1632
$23K ﹤0.01%
147
1633
$23K ﹤0.01%
1,000
1634
$23K ﹤0.01%
601
1635
$23K ﹤0.01%
333
1636
$22K ﹤0.01%
35
1637
$22K ﹤0.01%
433
1638
$22K ﹤0.01%
350
1639
$22K ﹤0.01%
524
1640
$22K ﹤0.01%
153
1641
$22K ﹤0.01%
814
1642
$22K ﹤0.01%
105
1643
$22K ﹤0.01%
1,934
1644
$22K ﹤0.01%
23
1645
$22K ﹤0.01%
265
1646
$22K ﹤0.01%
258
1647
$22K ﹤0.01%
468
1648
$22K ﹤0.01%
1,290
1649
$22K ﹤0.01%
675
1650
$22K ﹤0.01%
175
64 65
66
67 68