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
626
$29K ﹤0.01%
384
-162
627
$29K ﹤0.01%
1,522
-815,221
628
$29K ﹤0.01%
350
629
$29K ﹤0.01%
2,021
+1,914
630
$29K ﹤0.01%
223
631
$29K ﹤0.01%
2,169
-198
632
$29K ﹤0.01%
219
+19
633
$28K ﹤0.01%
16
+2
634
$28K ﹤0.01%
158
-1,054
635
$28K ﹤0.01%
512
-33,836
636
$28K ﹤0.01%
241
637
$28K ﹤0.01%
680
+390
638
$28K ﹤0.01%
543
-96
639
$28K ﹤0.01%
688
-105
640
$28K ﹤0.01%
302
-440
641
$28K ﹤0.01%
1,492
+52
642
$28K ﹤0.01%
400
+250
643
$27K ﹤0.01%
536
-66
644
$27K ﹤0.01%
759
-171
645
$27K ﹤0.01%
700
646
$27K ﹤0.01%
775
647
$27K ﹤0.01%
301
-41
648
$26K ﹤0.01%
125
-20
649
$26K ﹤0.01%
20
650
$26K ﹤0.01%
693
-16
24 25
26
27 28