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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
1351
$1K ﹤0.01%
6
1352
$1K ﹤0.01%
30
1353
$1K ﹤0.01%
10
1354
$1K ﹤0.01%
18
-37
1355
$1K ﹤0.01%
6
1356
$1K ﹤0.01%
27
1357
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7
1358
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121
1359
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33
1360
$1K ﹤0.01%
19
-32
1361
$1K ﹤0.01%
21
1362
$1K ﹤0.01%
67
-300
1363
$1K ﹤0.01%
8
1364
$1K ﹤0.01%
23
1365
$1K ﹤0.01%
17
1366
$1K ﹤0.01%
7
+2
1367
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+28
1368
$1K ﹤0.01%
9
1369
$1K ﹤0.01%
60
1370
$1K ﹤0.01%
+23
1371
$1K ﹤0.01%
14
1372
$1K ﹤0.01%
+21
1373
$1K ﹤0.01%
+26
1374
$1K ﹤0.01%
26
1375
$1K ﹤0.01%
13
53 54
55
56 57