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
1851
$13K ﹤0.01%
1,233
1852
$13K ﹤0.01%
1,417
1853
$13K ﹤0.01%
491
1854
$13K ﹤0.01%
579
1855
$13K ﹤0.01%
109
1856
$13K ﹤0.01%
229
1857
$13K ﹤0.01%
733
1858
$13K ﹤0.01%
122
1859
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44
1860
$13K ﹤0.01%
100
1861
$13K ﹤0.01%
602
1862
$13K ﹤0.01%
72
1863
$13K ﹤0.01%
341
1864
$13K ﹤0.01%
330
1865
$13K ﹤0.01%
2,200
1866
$13K ﹤0.01%
297
1867
$13K ﹤0.01%
343
1868
$13K ﹤0.01%
467
1869
$13K ﹤0.01%
100
1870
$13K ﹤0.01%
232
1871
$13K ﹤0.01%
266
1872
$13K ﹤0.01%
320
1873
$13K ﹤0.01%
169
1874
$13K ﹤0.01%
96
1875
$13K ﹤0.01%
388
73 74
75
76 77