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
651
$26K ﹤0.01%
354
-32
652
$26K ﹤0.01%
205
653
$26K ﹤0.01%
500
654
$25K ﹤0.01%
363
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655
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500
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656
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657
$25K ﹤0.01%
315
658
$25K ﹤0.01%
41
659
$25K ﹤0.01%
912
660
$25K ﹤0.01%
1,350
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661
$25K ﹤0.01%
220
662
$25K ﹤0.01%
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$24K ﹤0.01%
840
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$24K ﹤0.01%
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665
$24K ﹤0.01%
500
666
$24K ﹤0.01%
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$24K ﹤0.01%
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668
$24K ﹤0.01%
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669
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670
$24K ﹤0.01%
38
671
$24K ﹤0.01%
274
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672
$24K ﹤0.01%
596
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673
$23K ﹤0.01%
306
-5
674
$23K ﹤0.01%
475
675
$23K ﹤0.01%
443
25 26
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