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
551
$43K ﹤0.01%
518
-69
552
$43K ﹤0.01%
1,401
553
$43K ﹤0.01%
800
-70
554
$43K ﹤0.01%
277
+2
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$43K ﹤0.01%
1,301
-29
556
$42K ﹤0.01%
492
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557
$42K ﹤0.01%
285
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558
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713
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559
$42K ﹤0.01%
560
560
$42K ﹤0.01%
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561
$42K ﹤0.01%
581
562
$41K ﹤0.01%
3,920
563
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688
+100
564
$41K ﹤0.01%
450
565
$41K ﹤0.01%
1,300
566
$41K ﹤0.01%
382
567
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115
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569
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570
$40K ﹤0.01%
700
571
$39K ﹤0.01%
1,114
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572
$39K ﹤0.01%
158
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573
$39K ﹤0.01%
30
574
$38K ﹤0.01%
333
+95
575
$38K ﹤0.01%
3,780
21 22
23
24 25