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
2301
$4K ﹤0.01%
+200
2302
$4K ﹤0.01%
30
2303
$4K ﹤0.01%
128
2304
$4K ﹤0.01%
90
2305
$4K ﹤0.01%
13
2306
$4K ﹤0.01%
300
2307
$4K ﹤0.01%
340
2308
$4K ﹤0.01%
640
2309
$4K ﹤0.01%
112
2310
$4K ﹤0.01%
27
2311
$4K ﹤0.01%
116
2312
$4K ﹤0.01%
37
2313
$3K ﹤0.01%
59
2314
$3K ﹤0.01%
15
2315
$3K ﹤0.01%
91
2316
$3K ﹤0.01%
34
2317
$3K ﹤0.01%
855
-170
2318
$3K ﹤0.01%
535
2319
$3K ﹤0.01%
37
2320
$3K ﹤0.01%
33
2321
$3K ﹤0.01%
206
2322
$3K ﹤0.01%
135
2323
$3K ﹤0.01%
102
2324
$3K ﹤0.01%
41
2325
$3K ﹤0.01%
98