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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
826
$12K ﹤0.01%
+116
827
$12K ﹤0.01%
190
828
$12K ﹤0.01%
100
829
$12K ﹤0.01%
+1,326
830
$12K ﹤0.01%
200
831
$12K ﹤0.01%
205
832
$12K ﹤0.01%
309
+109
833
$12K ﹤0.01%
200
-82
834
$12K ﹤0.01%
100
835
$12K ﹤0.01%
280
836
$12K ﹤0.01%
236
-20
837
$12K ﹤0.01%
128
-269
838
$12K ﹤0.01%
434
-522
839
$12K ﹤0.01%
218
-31
840
$12K ﹤0.01%
451
+166
841
$12K ﹤0.01%
232
+37
842
$12K ﹤0.01%
396
+203
843
$11K ﹤0.01%
27
+7
844
$11K ﹤0.01%
361
845
$11K ﹤0.01%
200
846
$11K ﹤0.01%
150
-86
847
$11K ﹤0.01%
260
848
$11K ﹤0.01%
+450
849
$11K ﹤0.01%
362
850
$11K ﹤0.01%
464
32 33
34
35 36