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
376
$149K 0.01%
4,897
+2
377
$147K 0.01%
857
-17
378
$146K 0.01%
1,803
+919
379
$146K 0.01%
2,414
-78
380
$146K 0.01%
1,140
381
$145K 0.01%
9,083
-2,609
382
$144K 0.01%
1,773
-83
383
$141K 0.01%
2,221
+42
384
$138K 0.01%
1,940
+25
385
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3,704
+3,666
386
$137K 0.01%
6,190
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387
$136K 0.01%
1,371
388
$135K 0.01%
2,996
389
$135K 0.01%
1,156
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390
$134K 0.01%
2,009
-50
391
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2,132
+1,866
392
$132K 0.01%
2,182
393
$131K 0.01%
856
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394
$130K 0.01%
741
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$130K 0.01%
3,276
396
$129K 0.01%
1,160
397
$128K 0.01%
5,116
+2,180
398
$127K 0.01%
1,362
-76
399
$127K 0.01%
622
+15
400
$127K 0.01%
1,338
-77
14 15
16
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