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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
1301
$1K ﹤0.01%
58
1302
$1K ﹤0.01%
17
1303
$1K ﹤0.01%
52
-136
1304
$1K ﹤0.01%
5
1305
$1K ﹤0.01%
18
-9
1306
$1K ﹤0.01%
32
1307
$1K ﹤0.01%
23
1308
$1K ﹤0.01%
18
-113
1309
$1K ﹤0.01%
41
-15
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$1K ﹤0.01%
31
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$1K ﹤0.01%
+47
1312
$1K ﹤0.01%
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$1K ﹤0.01%
10
1314
$1K ﹤0.01%
+36
1315
$1K ﹤0.01%
+25
1316
$1K ﹤0.01%
600
1317
$1K ﹤0.01%
16
1318
$1K ﹤0.01%
19
1319
$1K ﹤0.01%
44
1320
$1K ﹤0.01%
32
1321
$1K ﹤0.01%
12
1322
$1K ﹤0.01%
30
1323
$1K ﹤0.01%
13
-1
1324
$1K ﹤0.01%
+138
1325
$1K ﹤0.01%
+91
51 52
53
54 55