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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
676
$23K ﹤0.01%
260
677
$22K ﹤0.01%
70
678
$22K ﹤0.01%
360
+39
679
$22K ﹤0.01%
532
-6
680
$22K ﹤0.01%
1,030
+53
681
$21K ﹤0.01%
321
682
$21K ﹤0.01%
210
683
$21K ﹤0.01%
320
+16
684
$21K ﹤0.01%
570
-50
685
$21K ﹤0.01%
300
686
$21K ﹤0.01%
825
687
$21K ﹤0.01%
220
688
$21K ﹤0.01%
1,041
689
$21K ﹤0.01%
500
690
$21K ﹤0.01%
141
+8
691
$21K ﹤0.01%
436
-173
692
$21K ﹤0.01%
1,106
+342
693
$21K ﹤0.01%
+1,229
694
$21K ﹤0.01%
241
+52
695
$20K ﹤0.01%
991
+74
696
$20K ﹤0.01%
95
697
$20K ﹤0.01%
200
698
$20K ﹤0.01%
419
699
$20K ﹤0.01%
478
-95
700
$19K ﹤0.01%
3,228
-661
26 27
28
29 30