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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
976
$7K ﹤0.01%
57
-497
977
$7K ﹤0.01%
+278
978
$7K ﹤0.01%
72
-13
979
$7K ﹤0.01%
+134
980
$7K ﹤0.01%
1,081
981
$7K ﹤0.01%
274
982
$7K ﹤0.01%
306
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983
$7K ﹤0.01%
+250
984
$7K ﹤0.01%
60
985
$7K ﹤0.01%
199
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986
$7K ﹤0.01%
220
987
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988
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989
$7K ﹤0.01%
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990
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116
993
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0
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250
995
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160
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$7K ﹤0.01%
112
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$7K ﹤0.01%
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-22
998
$7K ﹤0.01%
252
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999
$7K ﹤0.01%
350
1000
$7K ﹤0.01%
362
-111
38 39
40
41 42