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
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%
417
783
$14K ﹤0.01%
1,060
-852
784
$14K ﹤0.01%
426
785
$14K ﹤0.01%
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786
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787
$14K ﹤0.01%
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$14K ﹤0.01%
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789
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200
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790
$14K ﹤0.01%
190
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791
$14K ﹤0.01%
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$14K ﹤0.01%
450
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$14K ﹤0.01%
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$14K ﹤0.01%
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795
$14K ﹤0.01%
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-708
796
$14K ﹤0.01%
264
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$13K ﹤0.01%
248
798
$13K ﹤0.01%
109
799
$13K ﹤0.01%
310
800
$13K ﹤0.01%
1,006
30 31
32
33 34