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
1701
$20K ﹤0.01%
625
1702
$19K ﹤0.01%
358
1703
$19K ﹤0.01%
8,410
1704
$19K ﹤0.01%
200
1705
$19K ﹤0.01%
300
1706
$19K ﹤0.01%
683
1707
$19K ﹤0.01%
100
1708
$19K ﹤0.01%
499
1709
$19K ﹤0.01%
380
1710
$19K ﹤0.01%
126
1711
$19K ﹤0.01%
1,103
1712
$19K ﹤0.01%
350
1713
$19K ﹤0.01%
347
1714
$19K ﹤0.01%
700
1715
$19K ﹤0.01%
579
1716
$19K ﹤0.01%
1,000
1717
$18K ﹤0.01%
294
1718
$18K ﹤0.01%
181
1719
$18K ﹤0.01%
286
1720
$18K ﹤0.01%
201
1721
$18K ﹤0.01%
202
1722
$18K ﹤0.01%
547
1723
$18K ﹤0.01%
300
1724
$18K ﹤0.01%
105
1725
$18K ﹤0.01%
87