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
1926
$11K ﹤0.01%
140
1927
$11K ﹤0.01%
487
1928
$11K ﹤0.01%
850
1929
$11K ﹤0.01%
616
1930
$11K ﹤0.01%
656
1931
$11K ﹤0.01%
191
1932
$11K ﹤0.01%
209
1933
$11K ﹤0.01%
370
1934
$11K ﹤0.01%
105
1935
$11K ﹤0.01%
1,558
1936
$11K ﹤0.01%
88
1937
$11K ﹤0.01%
184
1938
$11K ﹤0.01%
296
1939
$11K ﹤0.01%
663
1940
$11K ﹤0.01%
300
1941
$11K ﹤0.01%
73
1942
$11K ﹤0.01%
600
1943
$11K ﹤0.01%
112
1944
$11K ﹤0.01%
150
1945
$11K ﹤0.01%
1,105
1946
$11K ﹤0.01%
297
1947
$11K ﹤0.01%
6
1948
$11K ﹤0.01%
380
1949
$11K ﹤0.01%
29
1950
$11K ﹤0.01%
159
76 77
78
79 80