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
$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
State Street 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
326
$239K 0.01%
2,098
-1,466
327
$234K 0.01%
6,083
-245
328
$234K 0.01%
2,212
+1,259
329
$233K 0.01%
1,754
+78
330
$224K 0.01%
1,431
-58
331
$222K 0.01%
312
+92
332
$220K 0.01%
3,316
-66,018
333
$217K 0.01%
12,500
334
$216K 0.01%
1,404
335
$214K 0.01%
3,867
-62
336
$211K 0.01%
2,459
337
$209K 0.01%
2,582
+553
338
$208K 0.01%
4,399
+675
339
$206K 0.01%
2,438
340
$204K 0.01%
4,780
-69
341
$204K 0.01%
11,672
-436
342
$204K 0.01%
1,914
+531
343
$202K 0.01%
3,175
-69
344
$197K 0.01%
2,634
-383
345
$194K 0.01%
+2,689
346
$194K 0.01%
3,597
347
$194K 0.01%
1,429
+13
348
$191K 0.01%
29,176
-1,000
349
$190K 0.01%
2,378
350
$190K 0.01%
1,317
-36
12 13
14
15 16