Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.25B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,667
New
Increased
Reduced
Closed

Top Buys

1
+$61.8M
2
+$43.9M
3
+$38.2M
4
TSCO icon
Tractor Supply
TSCO
+$35.9M
5
HAL icon
Halliburton
HAL
+$31.7M

Top Sells

1
+$46.5M
2
+$39.3M
3
+$35.8M
4
WDR
Waddell & Reed Financial, Inc.
WDR
+$28.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$28.1M

Sector Composition

1 Energy 8.29%
2 Consumer Discretionary 7.99%
3 Industrials 7.89%
4 Technology 6.67%
5 Healthcare 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.01M 0.05%
13,402
+7,101
227
$1M 0.04%
17,459
-1,199
228
$990K 0.04%
13,859
-509
229
$983K 0.04%
19,477
-1,321
230
$982K 0.04%
10,251
-1,022
231
$975K 0.04%
6,299
-3,599
232
$961K 0.04%
17,907
-4,766
233
$932K 0.04%
8,766
+1,738
234
$927K 0.04%
5,384
+428
235
$921K 0.04%
15,222
+8,684
236
$914K 0.04%
9,674
237
$883K 0.04%
16,135
238
$861K 0.04%
16,460
-1,860
239
$845K 0.04%
11,700
+3,754
240
$821K 0.04%
16,365
-120
241
$808K 0.04%
4,638
242
$805K 0.04%
5,726
+1,267
243
$786K 0.03%
5,361
-548
244
$781K 0.03%
40,694
-103,415
245
$780K 0.03%
4,420
-111
246
$742K 0.03%
14,060
+1,456
247
$724K 0.03%
7,096
+384
248
$716K 0.03%
30,308
-6,280
249
$715K 0.03%
5,784
-574
250
$709K 0.03%
13,335
+1,119
8 9
10
11 12