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
351
$189K 0.01%
959
+11
352
$187K 0.01%
7,800
-109
353
$186K 0.01%
14,874
354
$185K 0.01%
4,893
-104,358
355
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4,220
356
$183K 0.01%
2,615
-14
357
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2,268
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358
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-4
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360
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361
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-649,253
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2,132
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363
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-46
364
$173K 0.01%
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365
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3,000
366
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369
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1,277
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1,060
372
$156K 0.01%
3,244
373
$154K 0.01%
5,907
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374
$153K 0.01%
2,396
375
$149K 0.01%
1,342
13 14
15
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