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
401
$127K 0.01%
2,119
-384
402
$124K 0.01%
4,518
+276
403
$122K 0.01%
2,790
404
$122K 0.01%
2,300
405
$121K 0.01%
2,831
-342
406
$120K 0.01%
7,001
407
$120K 0.01%
3,081
408
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842
409
$115K 0.01%
2,242
410
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551
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411
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977
412
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413
$112K 0.01%
1,585
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414
$112K 0.01%
957
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415
$110K ﹤0.01%
2,816
-168
416
$110K ﹤0.01%
2,992
417
$108K ﹤0.01%
3,490
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418
$108K ﹤0.01%
5,133
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419
$105K ﹤0.01%
1,248
+36
420
$105K ﹤0.01%
772
+22
421
$104K ﹤0.01%
1,803
+1
422
$104K ﹤0.01%
855
423
$104K ﹤0.01%
3,526
-579
424
$102K ﹤0.01%
600
-10
425
$102K ﹤0.01%
1,672
-440,254
15 16
17
18 19