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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
776
$15K ﹤0.01%
280
777
$15K ﹤0.01%
1,107
-28,000
778
$15K ﹤0.01%
100
779
$15K ﹤0.01%
255
780
$15K ﹤0.01%
123
781
$15K ﹤0.01%
440
782
$14K ﹤0.01%
536
783
$14K ﹤0.01%
450
+262
784
$14K ﹤0.01%
417
785
$14K ﹤0.01%
1,060
-852
786
$14K ﹤0.01%
426
787
$14K ﹤0.01%
320
788
$14K ﹤0.01%
186
-32
789
$14K ﹤0.01%
+79
790
$14K ﹤0.01%
439
-378
791
$14K ﹤0.01%
200
+1
792
$14K ﹤0.01%
190
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793
$14K ﹤0.01%
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794
$14K ﹤0.01%
413
-25
795
$14K ﹤0.01%
1,836
-708
796
$14K ﹤0.01%
264
797
$13K ﹤0.01%
109
798
$13K ﹤0.01%
185
+44
799
$13K ﹤0.01%
248
800
$13K ﹤0.01%
310
30 31
32
33 34