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
2201
$5K ﹤0.01%
205
2202
$5K ﹤0.01%
139
2203
$5K ﹤0.01%
2,048
2204
$5K ﹤0.01%
300
2205
$5K ﹤0.01%
324
2206
$5K ﹤0.01%
300
2207
$5K ﹤0.01%
125
2208
$5K ﹤0.01%
100
2209
$5K ﹤0.01%
796
2210
$5K ﹤0.01%
94
2211
$5K ﹤0.01%
112
2212
$5K ﹤0.01%
66
2213
$5K ﹤0.01%
600
2214
$5K ﹤0.01%
70
2215
$5K ﹤0.01%
72
2216
$5K ﹤0.01%
200
2217
$5K ﹤0.01%
384
2218
$5K ﹤0.01%
500
2219
$5K ﹤0.01%
477
2220
$5K ﹤0.01%
26
2221
$5K ﹤0.01%
101
2222
$5K ﹤0.01%
100
2223
$5K ﹤0.01%
78
2224
$5K ﹤0.01%
16
2225
$5K ﹤0.01%
234
87 88
89
90 91