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
2101
$7K ﹤0.01%
80
2102
$7K ﹤0.01%
152
2103
$7K ﹤0.01%
69
2104
$7K ﹤0.01%
84
2105
$7K ﹤0.01%
156
2106
$7K ﹤0.01%
435
2107
$7K ﹤0.01%
34
2108
$7K ﹤0.01%
101
2109
$7K ﹤0.01%
98
2110
$7K ﹤0.01%
320
2111
$7K ﹤0.01%
688
2112
$7K ﹤0.01%
500
2113
$7K ﹤0.01%
254
2114
$7K ﹤0.01%
+175
2115
$7K ﹤0.01%
182
2116
$7K ﹤0.01%
95
2117
$7K ﹤0.01%
200
2118
$7K ﹤0.01%
239
2119
$7K ﹤0.01%
49
2120
$7K ﹤0.01%
500
2121
$7K ﹤0.01%
261
2122
$7K ﹤0.01%
103
2123
$7K ﹤0.01%
579
2124
$7K ﹤0.01%
139
2125
$7K ﹤0.01%
200