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
1876
$13K ﹤0.01%
558
1877
$13K ﹤0.01%
1,829
1878
$13K ﹤0.01%
1,569
1879
$13K ﹤0.01%
471
1880
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701
1881
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130
1882
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688
1883
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455
1884
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1885
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243
1886
$13K ﹤0.01%
200
1887
$12K ﹤0.01%
2,000
1888
$12K ﹤0.01%
50
1889
$12K ﹤0.01%
70
1890
$12K ﹤0.01%
1,377
1891
$12K ﹤0.01%
366
1892
$12K ﹤0.01%
156
1893
$12K ﹤0.01%
928
1894
$12K ﹤0.01%
404
1895
$12K ﹤0.01%
46
+42
1896
$12K ﹤0.01%
231
1897
$12K ﹤0.01%
375
1898
$12K ﹤0.01%
86
1899
$12K ﹤0.01%
+1,000
1900
$12K ﹤0.01%
443
74 75
76
77 78