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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
726
$18K ﹤0.01%
122
+20
727
$17K ﹤0.01%
330
-171
728
$17K ﹤0.01%
478
-74
729
$17K ﹤0.01%
329
+111
730
$17K ﹤0.01%
111
731
$17K ﹤0.01%
1,140
732
$17K ﹤0.01%
495
-958
733
$17K ﹤0.01%
+858
734
$17K ﹤0.01%
252
+1
735
$17K ﹤0.01%
827
736
$17K ﹤0.01%
579
737
$17K ﹤0.01%
135
738
$17K ﹤0.01%
500
739
$17K ﹤0.01%
142
+18
740
$17K ﹤0.01%
303
741
$17K ﹤0.01%
302
-36,474
742
$16K ﹤0.01%
119
743
$16K ﹤0.01%
211
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744
$16K ﹤0.01%
265
-76
745
$16K ﹤0.01%
145
746
$16K ﹤0.01%
326
+289
747
$16K ﹤0.01%
750
748
$16K ﹤0.01%
398
-16
749
$16K ﹤0.01%
136
750
$16K ﹤0.01%
639
28 29
30
31 32