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
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
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609
$33K ﹤0.01%
504
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610
$32K ﹤0.01%
1,011
-100
611
$32K ﹤0.01%
2,402
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612
$32K ﹤0.01%
571
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$31K ﹤0.01%
335
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614
$31K ﹤0.01%
353
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615
$31K ﹤0.01%
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$31K ﹤0.01%
300
617
$31K ﹤0.01%
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618
$30K ﹤0.01%
379
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619
$30K ﹤0.01%
1,102
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620
$30K ﹤0.01%
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621
$30K ﹤0.01%
+1,060
622
$30K ﹤0.01%
505
+59
623
$29K ﹤0.01%
1,575
624
$29K ﹤0.01%
450
625
$29K ﹤0.01%
293
-7
23 24
25
26 27