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
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%
570
-50
682
$21K ﹤0.01%
300
683
$21K ﹤0.01%
825
684
$21K ﹤0.01%
220
685
$21K ﹤0.01%
1,041
686
$21K ﹤0.01%
321
687
$21K ﹤0.01%
210
688
$21K ﹤0.01%
320
+16
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