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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
651
$26K ﹤0.01%
354
-32
652
$26K ﹤0.01%
205
653
$26K ﹤0.01%
500
654
$25K ﹤0.01%
363
-154
655
$25K ﹤0.01%
500
-205
656
$25K ﹤0.01%
394
-188
657
$25K ﹤0.01%
315
658
$25K ﹤0.01%
41
659
$25K ﹤0.01%
912
660
$25K ﹤0.01%
1,350
+122
661
$25K ﹤0.01%
220
662
$25K ﹤0.01%
712
-169
663
$24K ﹤0.01%
840
664
$24K ﹤0.01%
332
665
$24K ﹤0.01%
500
666
$24K ﹤0.01%
+674
667
$24K ﹤0.01%
1,757
668
$24K ﹤0.01%
400
669
$24K ﹤0.01%
758
670
$24K ﹤0.01%
38
671
$24K ﹤0.01%
274
-686
672
$24K ﹤0.01%
596
-101
673
$23K ﹤0.01%
306
-5
674
$23K ﹤0.01%
475
675
$23K ﹤0.01%
443
25 26
27
28 29