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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
1226
$3K ﹤0.01%
101
1227
$2K ﹤0.01%
20
1228
$2K ﹤0.01%
17
1229
$2K ﹤0.01%
15
+10
1230
$2K ﹤0.01%
47
+1
1231
$2K ﹤0.01%
14
+5
1232
$2K ﹤0.01%
+276
1233
$2K ﹤0.01%
+95
1234
$2K ﹤0.01%
75
1235
$2K ﹤0.01%
+42
1236
$2K ﹤0.01%
+40
1237
$2K ﹤0.01%
+19
1238
$2K ﹤0.01%
90
1239
$2K ﹤0.01%
50
1240
$2K ﹤0.01%
46
-2,804
1241
$2K ﹤0.01%
80
1242
$2K ﹤0.01%
200
1243
$2K ﹤0.01%
8
1244
$2K ﹤0.01%
22
1245
$2K ﹤0.01%
64
-29
1246
$2K ﹤0.01%
200
1247
$2K ﹤0.01%
57
+25
1248
$2K ﹤0.01%
11
1249
$2K ﹤0.01%
6
1250
$2K ﹤0.01%
34
48 49
50
51 52