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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
751
$16K ﹤0.01%
250
752
$16K ﹤0.01%
511
-75
753
$16K ﹤0.01%
+1,662
754
$16K ﹤0.01%
669
-217
755
$16K ﹤0.01%
200
756
$16K ﹤0.01%
130
757
$16K ﹤0.01%
204
+15
758
$16K ﹤0.01%
214
-181
759
$16K ﹤0.01%
124
-41
760
$16K ﹤0.01%
+516
761
$16K ﹤0.01%
340
+309
762
$16K ﹤0.01%
360
763
$15K ﹤0.01%
282
764
$15K ﹤0.01%
1,069
+300
765
$15K ﹤0.01%
1,056
+17
766
$15K ﹤0.01%
210
-91
767
$15K ﹤0.01%
280
768
$15K ﹤0.01%
588
-33
769
$15K ﹤0.01%
200
770
$15K ﹤0.01%
1,710
+15
771
$15K ﹤0.01%
264
-57
772
$15K ﹤0.01%
767
-258
773
$15K ﹤0.01%
265
774
$15K ﹤0.01%
180
775
$15K ﹤0.01%
+486
29 30
31
32 33