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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
876
$10K ﹤0.01%
36
-26
877
$10K ﹤0.01%
200
878
$10K ﹤0.01%
285
-17
879
$10K ﹤0.01%
114
880
$10K ﹤0.01%
558
+139
881
$10K ﹤0.01%
258
-2,873
882
$10K ﹤0.01%
200
883
$10K ﹤0.01%
258
884
$10K ﹤0.01%
635
885
$10K ﹤0.01%
35
-22
886
$10K ﹤0.01%
383
-23
887
$10K ﹤0.01%
141
888
$10K ﹤0.01%
275
889
$10K ﹤0.01%
78
890
$10K ﹤0.01%
310
891
$10K ﹤0.01%
200
892
$10K ﹤0.01%
3
893
$9K ﹤0.01%
232
894
$9K ﹤0.01%
80
895
$9K ﹤0.01%
294
-27
896
$9K ﹤0.01%
1,179
-764
897
$9K ﹤0.01%
197
+4
898
$9K ﹤0.01%
374
+292
899
$9K ﹤0.01%
84
900
$9K ﹤0.01%
212
+62
34 35
36
37 38