We are live on ! Find out more
Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
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
+$60.2M
2
+$43.9M
3
+$37.9M
4
TSCO icon
Tractor Supply
TSCO
+$30.8M
5
HAL icon
Halliburton
HAL
+$28.6M

Top Sells

1
+$46.5M
2
+$38.3M
3
+$33.3M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$27.4M
5
CAH icon
Cardinal Health
CAH
+$27.2M

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
601
$34K ﹤0.01%
199
-287
602
$34K ﹤0.01%
362
603
$34K ﹤0.01%
406
+3
604
$34K ﹤0.01%
439
605
$33K ﹤0.01%
11,146
606
$33K ﹤0.01%
835
-68
607
$33K ﹤0.01%
243
+1
608
$33K ﹤0.01%
465
-142
609
$33K ﹤0.01%
504
+1
610
$32K ﹤0.01%
1,011
-100
611
$32K ﹤0.01%
2,402
+2
612
$32K ﹤0.01%
571
-83
613
$31K ﹤0.01%
335
+234
614
$31K ﹤0.01%
353
-20
615
$31K ﹤0.01%
1,100
-302
616
$31K ﹤0.01%
300
617
$31K ﹤0.01%
770
618
$30K ﹤0.01%
379
-158
619
$30K ﹤0.01%
1,102
-5,171
620
$30K ﹤0.01%
+1,060
621
$30K ﹤0.01%
505
+59
622
$30K ﹤0.01%
772
-1
623
$29K ﹤0.01%
1,575
624
$29K ﹤0.01%
450
625
$29K ﹤0.01%
293
-7
23 24
25
26 27