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
576
$38K ﹤0.01%
983
577
$38K ﹤0.01%
670
578
$37K ﹤0.01%
1,600
579
$37K ﹤0.01%
145
+18
580
$37K ﹤0.01%
1,235
-76
581
$37K ﹤0.01%
613
-60
582
$36K ﹤0.01%
650
+36
583
$36K ﹤0.01%
1,350
+160
584
$36K ﹤0.01%
2,100
585
$36K ﹤0.01%
152
586
$36K ﹤0.01%
264
-12
587
$36K ﹤0.01%
572
-434
588
$35K ﹤0.01%
338
-135
589
$35K ﹤0.01%
2,176
+32
590
$35K ﹤0.01%
77
-32
591
$35K ﹤0.01%
1,045
592
$35K ﹤0.01%
1,322
593
$35K ﹤0.01%
653
-20
594
$35K ﹤0.01%
1,665
595
$35K ﹤0.01%
195
+38
596
$35K ﹤0.01%
911
+24
597
$34K ﹤0.01%
164
-14
598
$34K ﹤0.01%
740
-60,522
599
$34K ﹤0.01%
178
-33
600
$34K ﹤0.01%
2,600
22 23
24
25 26