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
1976
$10K ﹤0.01%
111
1977
$10K ﹤0.01%
287
1978
$10K ﹤0.01%
2,265
1979
$10K ﹤0.01%
470
1980
$10K ﹤0.01%
10
1981
$10K ﹤0.01%
2,613
1982
$10K ﹤0.01%
81
1983
$10K ﹤0.01%
121
1984
$10K ﹤0.01%
56
1985
$10K ﹤0.01%
462
1986
$10K ﹤0.01%
72
1987
$10K ﹤0.01%
196
1988
$10K ﹤0.01%
2,550
1989
$10K ﹤0.01%
324
1990
$10K ﹤0.01%
165
1991
$10K ﹤0.01%
407
1992
$10K ﹤0.01%
704
1993
$10K ﹤0.01%
253
1994
$10K ﹤0.01%
70
1995
$10K ﹤0.01%
529
1996
$10K ﹤0.01%
250
1997
$10K ﹤0.01%
1,025
1998
$10K ﹤0.01%
20
1999
$9K ﹤0.01%
325
2000
$9K ﹤0.01%
1,000
78 79
80
81 82