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
801
$13K ﹤0.01%
1,130
+28
802
$13K ﹤0.01%
142
+43
803
$13K ﹤0.01%
361
-86
804
$13K ﹤0.01%
217
-173
805
$13K ﹤0.01%
524
+4
806
$13K ﹤0.01%
600
-208
807
$13K ﹤0.01%
635
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808
$13K ﹤0.01%
216
809
$13K ﹤0.01%
314
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810
$13K ﹤0.01%
343
811
$13K ﹤0.01%
301
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812
$13K ﹤0.01%
256
-10
813
$13K ﹤0.01%
256
814
$13K ﹤0.01%
751
815
$13K ﹤0.01%
217
816
$13K ﹤0.01%
134
817
$13K ﹤0.01%
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818
$13K ﹤0.01%
97
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819
$13K ﹤0.01%
185
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820
$13K ﹤0.01%
500
821
$13K ﹤0.01%
791
822
$13K ﹤0.01%
136
-14
823
$13K ﹤0.01%
189
-98
824
$13K ﹤0.01%
240
825
$12K ﹤0.01%
309
+109
31 32
33
34 35