Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
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
+$61.8M
2
+$43.9M
3
+$38.2M
4
TSCO icon
Tractor Supply
TSCO
+$35.9M
5
HAL icon
Halliburton
HAL
+$31.7M

Top Sells

1
+$46.5M
2
+$39.3M
3
+$35.8M
4
WDR
Waddell & Reed Financial, Inc.
WDR
+$28.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$28.1M

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
1026
$6K ﹤0.01%
95
1027
$6K ﹤0.01%
214
+158
1028
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1029
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1030
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308
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1031
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1032
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1033
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64
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1034
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1035
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+1,000
1036
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1037
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442
-61
1038
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1039
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435
1040
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+120
1041
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1042
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1043
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1045
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115
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1046
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117
+1
1047
$5K ﹤0.01%
+162
1048
$5K ﹤0.01%
38
1049
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272
-38
1050
$5K ﹤0.01%
148
40 41
42
43 44