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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
851
$11K ﹤0.01%
161
+84
852
$11K ﹤0.01%
118
-16
853
$11K ﹤0.01%
88
+36
854
$11K ﹤0.01%
60
855
$11K ﹤0.01%
200
-285
856
$11K ﹤0.01%
556
857
$11K ﹤0.01%
355
858
$11K ﹤0.01%
387
859
$11K ﹤0.01%
79
860
$11K ﹤0.01%
202
861
$11K ﹤0.01%
100
862
$11K ﹤0.01%
78
-18
863
$11K ﹤0.01%
200
864
$11K ﹤0.01%
372
+2
865
$11K ﹤0.01%
47
-143
866
$11K ﹤0.01%
321
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867
$11K ﹤0.01%
179
-50
868
$11K ﹤0.01%
89
869
$11K ﹤0.01%
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-186
870
$11K ﹤0.01%
198
871
$10K ﹤0.01%
192
872
$10K ﹤0.01%
413
-168
873
$10K ﹤0.01%
300
-133,775
874
$10K ﹤0.01%
123
+65
875
$10K ﹤0.01%
242
33 34
35
36 37