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
1401
$1K ﹤0.01%
18
1402
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1403
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8
1404
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1405
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38
-99
1406
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1407
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1408
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1409
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1410
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1411
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1412
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12
-11
1413
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5
1414
$1K ﹤0.01%
10
-45
1415
– –
-5,690
1416
– –
-200
1417
– –
-439
1418
– –
-18
1419
$0 ﹤0.01%
17
1420
– –
-1,274
1421
– –
-34
1422
– –
-86
1423
$0 ﹤0.01%
2
1424
$0 ﹤0.01%
3
1425
$0 ﹤0.01%
2
55 56
57
58 59