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
251
$677K 0.03%
14,676
-2,240
252
$676K 0.03%
39,646
-10,303
253
$660K 0.03%
29,070
254
$646K 0.03%
11,653
+1,578
255
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9,652
-344
256
$622K 0.03%
4,635
-60
257
$614K 0.03%
6,624
258
$598K 0.03%
2,028
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259
$590K 0.03%
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260
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261
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6,639
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262
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263
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264
$533K 0.02%
6,370
-2,755
265
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266
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267
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2,516
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269
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270
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4,393
-152
271
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4,173
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272
$441K 0.02%
2,739
+169
273
$439K 0.02%
5,912
274
$433K 0.02%
6,616
-323
275
$427K 0.02%
2,886
-5
9 10
11
12 13