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
+$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
1351
$1K ﹤0.01%
+11
1352
$1K ﹤0.01%
10
1353
$1K ﹤0.01%
+46
1354
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30
1355
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6
1356
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+30
1357
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1358
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1359
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1360
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26
1361
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1362
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15
-74,599
1363
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50
1364
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53
1365
$1K ﹤0.01%
16
1366
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8
1367
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9
1368
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66
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1
-5
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5
-35
1371
$1K ﹤0.01%
27
-168
1372
$1K ﹤0.01%
+16
1373
$1K ﹤0.01%
13
1374
$1K ﹤0.01%
20
1375
$1K ﹤0.01%
105
53 54
55
56 57