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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
926
$8K ﹤0.01%
37
+15
927
$8K ﹤0.01%
666
928
$8K ﹤0.01%
215
929
$8K ﹤0.01%
347
+47
930
$8K ﹤0.01%
300
-102
931
$8K ﹤0.01%
134
-64
932
$8K ﹤0.01%
180
933
$8K ﹤0.01%
50
934
$8K ﹤0.01%
372
935
$8K ﹤0.01%
1,404
936
$8K ﹤0.01%
40
937
$8K ﹤0.01%
283
+2
938
$8K ﹤0.01%
450
939
$8K ﹤0.01%
570
-490
940
$8K ﹤0.01%
81
941
$8K ﹤0.01%
1,000
942
$8K ﹤0.01%
248
943
$8K ﹤0.01%
242
-56
944
$8K ﹤0.01%
49
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945
$8K ﹤0.01%
212
946
$8K ﹤0.01%
950
+399
947
$8K ﹤0.01%
239
948
$8K ﹤0.01%
140
-585
949
$8K ﹤0.01%
61
950
$8K ﹤0.01%
200
-1,493
36 37
38
39 40