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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
901
$9K ﹤0.01%
251
902
$9K ﹤0.01%
3,000
903
$9K ﹤0.01%
182
904
$9K ﹤0.01%
108
-6
905
$9K ﹤0.01%
77
-18
906
$9K ﹤0.01%
169
+21
907
$9K ﹤0.01%
284
908
$9K ﹤0.01%
200
+25
909
$9K ﹤0.01%
224
910
$9K ﹤0.01%
54
+27
911
$9K ﹤0.01%
86
912
$9K ﹤0.01%
182
913
$9K ﹤0.01%
313
-23
914
$9K ﹤0.01%
514
-4
915
$9K ﹤0.01%
44
916
$9K ﹤0.01%
173
917
$9K ﹤0.01%
147
918
$9K ﹤0.01%
230
+209
919
$9K ﹤0.01%
396
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