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
426
$102K ﹤0.01%
1,204
+212
427
$102K ﹤0.01%
546
428
$101K ﹤0.01%
690
-16
429
$101K ﹤0.01%
3,000
430
$100K ﹤0.01%
3,000
-600
431
$100K ﹤0.01%
1,498
-131
432
$97K ﹤0.01%
878
-168
433
$94K ﹤0.01%
2,500
434
$94K ﹤0.01%
3,125
435
$93K ﹤0.01%
638
+30
436
$93K ﹤0.01%
19,240
+15,280
437
$93K ﹤0.01%
2,927
-612
438
$91K ﹤0.01%
1,700
-101
439
$90K ﹤0.01%
550
-28
440
$89K ﹤0.01%
528
-26
441
$89K ﹤0.01%
2,212
-94
442
$86K ﹤0.01%
1,272
+1,254
443
$85K ﹤0.01%
1,546
-3
444
$85K ﹤0.01%
1,092
-66
445
$85K ﹤0.01%
590
+38
446
$84K ﹤0.01%
8,199
447
$83K ﹤0.01%
3,540
+47
448
$81K ﹤0.01%
907
+107
449
$81K ﹤0.01%
2,718
+1,320
450
$80K ﹤0.01%
1,400
16 17
18
19 20