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
1776
$16K ﹤0.01%
745
1777
$16K ﹤0.01%
120
1778
$16K ﹤0.01%
112
1779
$16K ﹤0.01%
312
1780
$16K ﹤0.01%
360
1781
$16K ﹤0.01%
2,002
1782
$16K ﹤0.01%
657
1783
$16K ﹤0.01%
166
1784
$16K ﹤0.01%
731
1785
$16K ﹤0.01%
1,731
1786
$16K ﹤0.01%
529
1787
$16K ﹤0.01%
198
1788
$16K ﹤0.01%
489
1789
$16K ﹤0.01%
612
1790
$16K ﹤0.01%
30
1791
$16K ﹤0.01%
334
1792
$16K ﹤0.01%
4,108
1793
$16K ﹤0.01%
300
1794
$16K ﹤0.01%
593
1795
$15K ﹤0.01%
401
1796
$15K ﹤0.01%
162
1797
$15K ﹤0.01%
194
1798
$15K ﹤0.01%
148
1799
$15K ﹤0.01%
569
1800
$15K ﹤0.01%
1,889
70 71
72
73 74