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
2001
$9K ﹤0.01%
80
2002
$9K ﹤0.01%
21
2003
$9K ﹤0.01%
124
2004
$9K ﹤0.01%
135
2005
$9K ﹤0.01%
138
2006
$9K ﹤0.01%
194
2007
$9K ﹤0.01%
1,000
2008
$9K ﹤0.01%
224
2009
$9K ﹤0.01%
93
2010
$9K ﹤0.01%
300
2011
$9K ﹤0.01%
334
2012
$9K ﹤0.01%
700
2013
$9K ﹤0.01%
113
2014
$9K ﹤0.01%
269
2015
$9K ﹤0.01%
234
2016
$9K ﹤0.01%
330
2017
$9K ﹤0.01%
200
2018
$9K ﹤0.01%
426
2019
$9K ﹤0.01%
138
2020
$9K ﹤0.01%
87
2021
$9K ﹤0.01%
309
2022
$9K ﹤0.01%
602
2023
$9K ﹤0.01%
187
2024
$9K ﹤0.01%
1,150
2025
$9K ﹤0.01%
581