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
501
$61K ﹤0.01%
2,925
502
$58K ﹤0.01%
862
503
$58K ﹤0.01%
1,079
-74
504
$58K ﹤0.01%
2,071
-718
505
$58K ﹤0.01%
1,463
-80
506
$57K ﹤0.01%
1,598
-120
507
$57K ﹤0.01%
1,788
-278
508
$57K ﹤0.01%
799
-18
509
$56K ﹤0.01%
840
+86
510
$56K ﹤0.01%
236
511
$56K ﹤0.01%
878
512
$56K ﹤0.01%
6,312
-672
513
$56K ﹤0.01%
850
514
$56K ﹤0.01%
2,243
+2,187
515
$55K ﹤0.01%
872
-92
516
$55K ﹤0.01%
473
-1,077
517
$54K ﹤0.01%
2,110
518
$54K ﹤0.01%
1,093
519
$54K ﹤0.01%
984
+521
520
$54K ﹤0.01%
1,096
-222
521
$52K ﹤0.01%
+714
522
$52K ﹤0.01%
1,060
+27
523
$52K ﹤0.01%
660
+310
524
$52K ﹤0.01%
1,071
525
$51K ﹤0.01%
9,149
19 20
21
22 23