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
451
$80K ﹤0.01%
3,126
-450
452
$78K ﹤0.01%
850
-81
453
$78K ﹤0.01%
780
+1
454
$77K ﹤0.01%
468
-80
455
$77K ﹤0.01%
1,746
-277
456
$76K ﹤0.01%
726
-4
457
$76K ﹤0.01%
5,280
-894
458
$75K ﹤0.01%
+1,136
459
$75K ﹤0.01%
1,007
+49
460
$75K ﹤0.01%
223
-7
461
$74K ﹤0.01%
1,532
-122
462
$74K ﹤0.01%
475
-1,025
463
$74K ﹤0.01%
3,916
464
$74K ﹤0.01%
1,968
+87
465
$73K ﹤0.01%
803
-21
466
$73K ﹤0.01%
852
467
$73K ﹤0.01%
3,091
468
$73K ﹤0.01%
733
-71
469
$72K ﹤0.01%
648
-62
470
$72K ﹤0.01%
1,300
-196
471
$72K ﹤0.01%
2,200
472
$72K ﹤0.01%
140
+5
473
$71K ﹤0.01%
2,008
474
$71K ﹤0.01%
4,380
+77
475
$70K ﹤0.01%
3,800
-80
17 18
19
20 21