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
2226
$5K ﹤0.01%
300
2227
$5K ﹤0.01%
36
2228
$5K ﹤0.01%
85
2229
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93
2230
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34
2231
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2232
$4K ﹤0.01%
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2233
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2234
$4K ﹤0.01%
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2235
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2236
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2237
$4K ﹤0.01%
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2238
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2239
$4K ﹤0.01%
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2240
$4K ﹤0.01%
600
2241
$4K ﹤0.01%
17
2242
$4K ﹤0.01%
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2243
$4K ﹤0.01%
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2244
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2245
$4K ﹤0.01%
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2246
$4K ﹤0.01%
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2247
$4K ﹤0.01%
36
2248
$4K ﹤0.01%
30
2249
$4K ﹤0.01%
53
2250
$4K ﹤0.01%
84
88 89
90
91 92