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
901
$9K ﹤0.01%
3,000
902
$9K ﹤0.01%
182
903
$9K ﹤0.01%
108
-6
904
$9K ﹤0.01%
77
-18
905
$9K ﹤0.01%
169
+21
906
$9K ﹤0.01%
284
907
$9K ﹤0.01%
200
+25
908
$9K ﹤0.01%
224
909
$9K ﹤0.01%
54
+27
910
$9K ﹤0.01%
232
911
$9K ﹤0.01%
86
912
$9K ﹤0.01%
396
913
$9K ﹤0.01%
182
914
$9K ﹤0.01%
313
-23
915
$9K ﹤0.01%
514
-4
916
$9K ﹤0.01%
44
917
$9K ﹤0.01%
173
918
$9K ﹤0.01%
147
919
$9K ﹤0.01%
230
+209
920
$8K ﹤0.01%
1,417
-111
921
$8K ﹤0.01%
155
+34
922
$8K ﹤0.01%
157
+97
923
$8K ﹤0.01%
+68
924
$8K ﹤0.01%
+110
925
$8K ﹤0.01%
+120
35 36
37
38 39