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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
1176
$3K ﹤0.01%
+31
1177
$3K ﹤0.01%
75
1178
$3K ﹤0.01%
80
1179
$3K ﹤0.01%
11
1180
$3K ﹤0.01%
66
-134
1181
$3K ﹤0.01%
106
1182
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76
1183
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112
1184
$3K ﹤0.01%
+100
1185
$3K ﹤0.01%
20
-9
1186
$3K ﹤0.01%
+65
1187
$3K ﹤0.01%
167
1188
$3K ﹤0.01%
114
1189
$3K ﹤0.01%
+87
1190
$3K ﹤0.01%
95
1191
$3K ﹤0.01%
70
+50
1192
$3K ﹤0.01%
30
1193
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51
1194
$3K ﹤0.01%
289
1195
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20
1196
$3K ﹤0.01%
196
-730
1197
$3K ﹤0.01%
55
-645
1198
$3K ﹤0.01%
100
1199
$3K ﹤0.01%
89
1200
$3K ﹤0.01%
55
46 47
48
49 50