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
751
$16K ﹤0.01%
326
+289
752
$16K ﹤0.01%
750
753
$16K ﹤0.01%
204
+15
754
$16K ﹤0.01%
398
-16
755
$16K ﹤0.01%
136
756
$16K ﹤0.01%
639
757
$16K ﹤0.01%
250
758
$16K ﹤0.01%
511
-75
759
$16K ﹤0.01%
+1,662
760
$16K ﹤0.01%
669
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761
$16K ﹤0.01%
200
762
$16K ﹤0.01%
130
763
$15K ﹤0.01%
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764
$15K ﹤0.01%
280
765
$15K ﹤0.01%
588
-33
766
$15K ﹤0.01%
200
767
$15K ﹤0.01%
1,710
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$15K ﹤0.01%
264
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769
$15K ﹤0.01%
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770
$15K ﹤0.01%
282
771
$15K ﹤0.01%
1,069
+300
772
$15K ﹤0.01%
1,056
+17
773
$15K ﹤0.01%
265
774
$15K ﹤0.01%
180
775
$15K ﹤0.01%
+486
29 30
31
32 33