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
2026
$9K ﹤0.01%
125
2027
$9K ﹤0.01%
168
2028
$9K ﹤0.01%
80
2029
$9K ﹤0.01%
233
2030
$8K ﹤0.01%
188
2031
$8K ﹤0.01%
174
2032
$8K ﹤0.01%
175
2033
$8K ﹤0.01%
117
2034
$8K ﹤0.01%
113
2035
$8K ﹤0.01%
108
2036
$8K ﹤0.01%
462
2037
$8K ﹤0.01%
100
2038
$8K ﹤0.01%
269
2039
$8K ﹤0.01%
50
2040
$8K ﹤0.01%
225
+169
2041
$8K ﹤0.01%
442
2042
$8K ﹤0.01%
500
2043
$8K ﹤0.01%
122
2044
$8K ﹤0.01%
201
2045
$8K ﹤0.01%
86
2046
$8K ﹤0.01%
121
2047
$8K ﹤0.01%
626
2048
$8K ﹤0.01%
178
2049
$8K ﹤0.01%
454
-745
2050
$8K ﹤0.01%
221