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
876
$10K ﹤0.01%
413
-168
877
$10K ﹤0.01%
300
-133,775
878
$10K ﹤0.01%
123
+65
879
$10K ﹤0.01%
242
880
$10K ﹤0.01%
36
-26
881
$10K ﹤0.01%
200
882
$10K ﹤0.01%
285
-17
883
$10K ﹤0.01%
114
884
$10K ﹤0.01%
35
-22
885
$10K ﹤0.01%
383
-23
886
$10K ﹤0.01%
141
887
$10K ﹤0.01%
558
+139
888
$10K ﹤0.01%
258
-2,873
889
$10K ﹤0.01%
275
890
$10K ﹤0.01%
200
891
$10K ﹤0.01%
258
892
$10K ﹤0.01%
635
893
$9K ﹤0.01%
80
894
$9K ﹤0.01%
294
-27
895
$9K ﹤0.01%
1,179
-764
896
$9K ﹤0.01%
197
+4
897
$9K ﹤0.01%
374
+292
898
$9K ﹤0.01%
84
899
$9K ﹤0.01%
212
+62
900
$9K ﹤0.01%
251
34 35
36
37 38