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
1826
$15K ﹤0.01%
+90
1827
$15K ﹤0.01%
859
1828
$15K ﹤0.01%
3,504
1829
$14K ﹤0.01%
211
1830
$14K ﹤0.01%
506
1831
$14K ﹤0.01%
+175
1832
$14K ﹤0.01%
840
1833
$14K ﹤0.01%
1,292
1834
$14K ﹤0.01%
394
1835
$14K ﹤0.01%
164
1836
$14K ﹤0.01%
793
1837
$14K ﹤0.01%
29
1838
$14K ﹤0.01%
302
1839
$14K ﹤0.01%
193
1840
$14K ﹤0.01%
127
1841
$14K ﹤0.01%
1,031
1842
$14K ﹤0.01%
54
1843
$14K ﹤0.01%
1,000
1844
$14K ﹤0.01%
1,463
1845
$14K ﹤0.01%
1,470
1846
$14K ﹤0.01%
1,064
1847
$14K ﹤0.01%
305
1848
$14K ﹤0.01%
346
1849
$13K ﹤0.01%
270
1850
$13K ﹤0.01%
126