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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
951
$8K ﹤0.01%
308
952
$8K ﹤0.01%
2,509
+4
953
$8K ﹤0.01%
45
954
$8K ﹤0.01%
162
955
$7K ﹤0.01%
152
-81
956
$7K ﹤0.01%
94
957
$7K ﹤0.01%
210
958
$7K ﹤0.01%
214
+95
959
$7K ﹤0.01%
265
960
$7K ﹤0.01%
225
+140
961
$7K ﹤0.01%
96
962
$7K ﹤0.01%
28
-13
963
$7K ﹤0.01%
+653
964
$7K ﹤0.01%
112
-222
965
$7K ﹤0.01%
500
966
$7K ﹤0.01%
168
-31
967
$7K ﹤0.01%
905
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968
$7K ﹤0.01%
71
+16
969
$7K ﹤0.01%
165
970
$7K ﹤0.01%
420
-780
971
$7K ﹤0.01%
140
+1
972
$7K ﹤0.01%
233
-14
973
$7K ﹤0.01%
273
974
$7K ﹤0.01%
18
-15
975
$7K ﹤0.01%
156
37 38
39
40 41