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
1901
$12K ﹤0.01%
273
1902
$12K ﹤0.01%
450
1903
$12K ﹤0.01%
592
1904
$12K ﹤0.01%
719
1905
$12K ﹤0.01%
18
1906
$12K ﹤0.01%
194
1907
$12K ﹤0.01%
1,000
1908
$12K ﹤0.01%
244
1909
$12K ﹤0.01%
90
1910
$12K ﹤0.01%
480
1911
$12K ﹤0.01%
73
1912
$12K ﹤0.01%
442
1913
$12K ﹤0.01%
595
1914
$12K ﹤0.01%
235
1915
$12K ﹤0.01%
130
1916
$12K ﹤0.01%
62
1917
$11K ﹤0.01%
728
1918
$11K ﹤0.01%
1,500
1919
$11K ﹤0.01%
305
1920
$11K ﹤0.01%
230
1921
$11K ﹤0.01%
1,148
1922
$11K ﹤0.01%
204
1923
$11K ﹤0.01%
765
1924
$11K ﹤0.01%
95
1925
$11K ﹤0.01%
328
75 76
77
78 79