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
526
$51K ﹤0.01%
600
527
$51K ﹤0.01%
412
+21
528
$51K ﹤0.01%
3,982
-199
529
$50K ﹤0.01%
7,725
+348
530
$50K ﹤0.01%
1,102
531
$50K ﹤0.01%
468
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532
$50K ﹤0.01%
549
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533
$50K ﹤0.01%
890
534
$50K ﹤0.01%
677
535
$50K ﹤0.01%
2,311
536
$50K ﹤0.01%
2,195
537
$48K ﹤0.01%
2,674
+2,607
538
$48K ﹤0.01%
1,068
-272
539
$47K ﹤0.01%
351
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540
$47K ﹤0.01%
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541
$47K ﹤0.01%
290
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$45K ﹤0.01%
725
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543
$45K ﹤0.01%
226
544
$45K ﹤0.01%
351
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545
$45K ﹤0.01%
10,000
-148
546
$44K ﹤0.01%
1,035
-231
547
$44K ﹤0.01%
3,500
548
$44K ﹤0.01%
683
+103
549
$43K ﹤0.01%
430
-763
550
$43K ﹤0.01%
1,140
20 21
22
23 24