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
101
$3.75M 0.17%
65,679
+7,665
102
$3.73M 0.17%
181,403
+4,654
103
$3.71M 0.17%
87,526
+9,952
104
$3.69M 0.16%
71,725
+9,973
105
$3.64M 0.16%
105,863
+15,943
106
$3.6M 0.16%
+99,343
107
$3.53M 0.16%
62,877
-10,820
108
$3.53M 0.16%
127,788
+4,189
109
$3.48M 0.15%
92,196
+17,047
110
$3.48M 0.15%
96,511
-20,021
111
$3.42M 0.15%
69,057
+47,573
112
$3.41M 0.15%
37,853
-71
113
$3.37M 0.15%
33,057
-10,692
114
$3.32M 0.15%
62,636
-24,755
115
$3.31M 0.15%
+59,461
116
$3.31M 0.15%
233,714
+113,026
117
$3.3M 0.15%
55,139
-140,327
118
$3.3M 0.15%
58,895
+14,215
119
$3.27M 0.15%
700,893
+89,146
120
$3.26M 0.14%
64,470
-52,988
121
$3.23M 0.14%
92,822
+24,681
122
$3.19M 0.14%
64,507
-3,674
123
$3.16M 0.14%
220,480
+120,696
124
$3.16M 0.14%
130,965
-6,833
125
$3.15M 0.14%
76,572
+7,600
3 4
5
6 7