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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
1251
$2K ﹤0.01%
109
1252
$2K ﹤0.01%
21
-67
1253
$2K ﹤0.01%
+50
1254
$2K ﹤0.01%
204
1255
$2K ﹤0.01%
72
1256
$2K ﹤0.01%
37
-2
1257
$2K ﹤0.01%
64
+1
1258
$2K ﹤0.01%
+160
1259
$2K ﹤0.01%
77
1260
$2K ﹤0.01%
+56
1261
$2K ﹤0.01%
100
1262
$2K ﹤0.01%
150
1263
$2K ﹤0.01%
75
1264
$2K ﹤0.01%
+28
1265
$2K ﹤0.01%
52
-19
1266
$2K ﹤0.01%
1
1267
$2K ﹤0.01%
25
1268
$2K ﹤0.01%
52
+1
1269
$2K ﹤0.01%
36
-14
1270
$2K ﹤0.01%
246
+5
1271
$2K ﹤0.01%
80
1272
$2K ﹤0.01%
+33
1273
$2K ﹤0.01%
100
1274
$2K ﹤0.01%
96
-3,161
1275
$2K ﹤0.01%
+44
49 50
51
52 53