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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
1201
$3K ﹤0.01%
55
1202
$3K ﹤0.01%
40
1203
$3K ﹤0.01%
39
1204
$3K ﹤0.01%
100
1205
$3K ﹤0.01%
+116
1206
$3K ﹤0.01%
126
1207
$3K ﹤0.01%
12
1208
$3K ﹤0.01%
113
1209
$3K ﹤0.01%
507
-34
1210
$3K ﹤0.01%
225
1211
$3K ﹤0.01%
90
1212
$3K ﹤0.01%
119
+48
1213
$3K ﹤0.01%
+100
1214
$3K ﹤0.01%
+82
1215
$3K ﹤0.01%
100
1216
$3K ﹤0.01%
148
1217
$3K ﹤0.01%
82
1218
$3K ﹤0.01%
293
1219
$3K ﹤0.01%
+56
1220
$3K ﹤0.01%
51
1221
$3K ﹤0.01%
+8
1222
$3K ﹤0.01%
128
1223
$3K ﹤0.01%
148
1224
$3K ﹤0.01%
+139
1225
$3K ﹤0.01%
131
+119
47 48
49
50 51