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
1251
$2K ﹤0.01%
46
-2,804
1252
$2K ﹤0.01%
80
1253
$2K ﹤0.01%
200
1254
$2K ﹤0.01%
8
1255
$2K ﹤0.01%
22
1256
$2K ﹤0.01%
64
-29
1257
$2K ﹤0.01%
200
1258
$2K ﹤0.01%
57
+25
1259
$2K ﹤0.01%
11
1260
$2K ﹤0.01%
6
1261
$2K ﹤0.01%
34
1262
$2K ﹤0.01%
109
1263
$2K ﹤0.01%
21
-67
1264
$2K ﹤0.01%
+50
1265
$2K ﹤0.01%
204
1266
$2K ﹤0.01%
18
1267
$2K ﹤0.01%
37
-2
1268
$2K ﹤0.01%
64
+1
1269
$2K ﹤0.01%
+160
1270
$2K ﹤0.01%
77
1271
$2K ﹤0.01%
+56
1272
$2K ﹤0.01%
100
1273
$2K ﹤0.01%
150
1274
$2K ﹤0.01%
75
1275
$2K ﹤0.01%
15
49 50
51
52 53