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
+$60.2M
2
+$43.9M
3
+$37.9M
4
TSCO icon
Tractor Supply
TSCO
+$30.8M
5
HAL icon
Halliburton
HAL
+$28.6M

Top Sells

1
+$46.5M
2
+$38.3M
3
+$33.3M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$27.4M
5
CAH icon
Cardinal Health
CAH
+$27.2M

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
451
$80K ﹤0.01%
1,400
452
$78K ﹤0.01%
780
+1
453
$78K ﹤0.01%
850
-81
454
$77K ﹤0.01%
1,746
-277
455
$77K ﹤0.01%
468
-80
456
$76K ﹤0.01%
5,280
-894
457
$76K ﹤0.01%
726
-4
458
$75K ﹤0.01%
223
-7
459
$75K ﹤0.01%
1,007
+49
460
$75K ﹤0.01%
+1,136
461
$74K ﹤0.01%
3,916
462
$74K ﹤0.01%
475
-1,025
463
$74K ﹤0.01%
1,532
-122
464
$74K ﹤0.01%
1,968
+87
465
$73K ﹤0.01%
733
-71
466
$73K ﹤0.01%
3,091
467
$73K ﹤0.01%
852
468
$73K ﹤0.01%
803
-21
469
$72K ﹤0.01%
140
+5
470
$72K ﹤0.01%
2,200
471
$72K ﹤0.01%
1,156
-174
472
$72K ﹤0.01%
648
-62
473
$71K ﹤0.01%
4,380
+77
474
$71K ﹤0.01%
2,008
475
$70K ﹤0.01%
3,800
-80
17 18
19
20 21