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
826
$12K ﹤0.01%
200
-82
827
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296
828
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+116
829
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190
830
$12K ﹤0.01%
100
831
$12K ﹤0.01%
396
+203
832
$12K ﹤0.01%
280
833
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236
-20
834
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128
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835
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434
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836
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837
$12K ﹤0.01%
100
838
$12K ﹤0.01%
+1,326
839
$12K ﹤0.01%
200
840
$12K ﹤0.01%
205
841
$12K ﹤0.01%
451
+166
842
$12K ﹤0.01%
232
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843
$11K ﹤0.01%
260
844
$11K ﹤0.01%
+450
845
$11K ﹤0.01%
362
846
$11K ﹤0.01%
464
847
$11K ﹤0.01%
161
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848
$11K ﹤0.01%
118
-16
849
$11K ﹤0.01%
330
-186
850
$11K ﹤0.01%
88
+36
32 33
34
35 36