Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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%
162
927
$8K ﹤0.01%
1,417
-111
928
$8K ﹤0.01%
157
+97
929
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+110
930
$8K ﹤0.01%
+120
931
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37
+15
932
$8K ﹤0.01%
666
933
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81
934
$8K ﹤0.01%
1,000
935
$8K ﹤0.01%
248
936
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242
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937
$8K ﹤0.01%
49
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938
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212
939
$8K ﹤0.01%
950
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940
$8K ﹤0.01%
239
941
$8K ﹤0.01%
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942
$8K ﹤0.01%
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$8K ﹤0.01%
200
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944
$8K ﹤0.01%
308
945
$8K ﹤0.01%
2,509
+4
946
$8K ﹤0.01%
45
947
$8K ﹤0.01%
300
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948
$8K ﹤0.01%
134
-64
949
$8K ﹤0.01%
180
950
$8K ﹤0.01%
50
36 37
38
39 40