Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
State Street 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
1276
$2K ﹤0.01%
25
1277
$2K ﹤0.01%
+77
1278
$2K ﹤0.01%
52
+1
1279
$2K ﹤0.01%
36
-14
1280
$2K ﹤0.01%
246
+5
1281
$2K ﹤0.01%
80
1282
$2K ﹤0.01%
+33
1283
$2K ﹤0.01%
100
1284
$2K ﹤0.01%
96
-3,161
1285
$2K ﹤0.01%
+44
1286
$2K ﹤0.01%
58
1287
$2K ﹤0.01%
30
1288
$2K ﹤0.01%
500
1289
$2K ﹤0.01%
+37
1290
$2K ﹤0.01%
29
1291
$2K ﹤0.01%
86
1292
$2K ﹤0.01%
105
-23
1293
$2K ﹤0.01%
20
1294
$2K ﹤0.01%
1
1295
$2K ﹤0.01%
+38
1296
$2K ﹤0.01%
150
1297
$2K ﹤0.01%
75
1298
$2K ﹤0.01%
15
1299
$2K ﹤0.01%
+28
1300
$1K ﹤0.01%
12
50 51
52
53 54