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
2051
$8K ﹤0.01%
79
2052
$8K ﹤0.01%
66
2053
$8K ﹤0.01%
420
2054
$8K ﹤0.01%
453
2055
$8K ﹤0.01%
109
2056
$8K ﹤0.01%
521
2057
$8K ﹤0.01%
147
2058
$8K ﹤0.01%
301
2059
$8K ﹤0.01%
390
2060
$8K ﹤0.01%
2
2061
$8K ﹤0.01%
100
2062
$8K ﹤0.01%
656
2063
$8K ﹤0.01%
603
2064
$8K ﹤0.01%
200
2065
$8K ﹤0.01%
300
2066
$8K ﹤0.01%
300
2067
$8K ﹤0.01%
32
2068
$8K ﹤0.01%
28
2069
$8K ﹤0.01%
7
2070
$8K ﹤0.01%
278
2071
$8K ﹤0.01%
400
2072
$8K ﹤0.01%
23
2073
$8K ﹤0.01%
700
2074
$8K ﹤0.01%
1,007
2075
$8K ﹤0.01%
2,794