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
476
$68K ﹤0.01%
376
-26
477
$68K ﹤0.01%
651
478
$68K ﹤0.01%
800
479
$67K ﹤0.01%
2,622
+2,374
480
$67K ﹤0.01%
1,663
481
$67K ﹤0.01%
1,234
-2
482
$67K ﹤0.01%
469
+75
483
$66K ﹤0.01%
+3,000
484
$65K ﹤0.01%
633
+16
485
$65K ﹤0.01%
657
+317
486
$65K ﹤0.01%
2,000
487
$65K ﹤0.01%
1,500
488
$65K ﹤0.01%
567
+18
489
$65K ﹤0.01%
2,932
-1,282,342
490
$64K ﹤0.01%
1,190
-4
491
$64K ﹤0.01%
2,474
-189,155
492
$64K ﹤0.01%
1,300
493
$64K ﹤0.01%
1,094
494
$63K ﹤0.01%
693
+41
495
$63K ﹤0.01%
2,056
+13
496
$62K ﹤0.01%
1,484
+5
497
$62K ﹤0.01%
1,516
+333
498
$61K ﹤0.01%
936
-27
499
$61K ﹤0.01%
417
-124
500
$61K ﹤0.01%
1,081
-37
18 19
20
21 22