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
1151
$4K ﹤0.01%
300
1152
$4K ﹤0.01%
75
+37
1153
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25
+13
1154
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500
1155
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37
-18
1156
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+526
1157
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+64
1158
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23
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1159
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127
1160
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334
-120
1161
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49
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1163
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100
1164
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60
1165
$3K ﹤0.01%
150
1166
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137
+3
1167
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15
+12
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+31
1169
$3K ﹤0.01%
47
+22
1170
$3K ﹤0.01%
24
-11
1171
$3K ﹤0.01%
+53
1172
$3K ﹤0.01%
+74
1173
$3K ﹤0.01%
105
+2
1174
$3K ﹤0.01%
197
+163
1175
$3K ﹤0.01%
106
-96
45 46
47
48 49