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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
1276
$2K ﹤0.01%
58
1277
$2K ﹤0.01%
30
1278
$2K ﹤0.01%
500
1279
$2K ﹤0.01%
+37
1280
$2K ﹤0.01%
29
1281
$2K ﹤0.01%
86
1282
$2K ﹤0.01%
105
-23
1283
$2K ﹤0.01%
20
1284
$2K ﹤0.01%
1
1285
$2K ﹤0.01%
+38
1286
$2K ﹤0.01%
+28
1287
$2K ﹤0.01%
30
1288
$2K ﹤0.01%
48
1289
$2K ﹤0.01%
23
1290
$2K ﹤0.01%
500
1291
$2K ﹤0.01%
27
+6
1292
$2K ﹤0.01%
15
1293
$2K ﹤0.01%
+77
1294
$2K ﹤0.01%
27
1295
$2K ﹤0.01%
146
1296
$2K ﹤0.01%
72
1297
$2K ﹤0.01%
36
+7
1298
$2K ﹤0.01%
42
1299
$2K ﹤0.01%
+130
1300
$1K ﹤0.01%
+11
50 51
52
53 54