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%
+145
1402
$1K ﹤0.01%
15
1403
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+15
1404
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1405
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30
1406
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1407
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18
-37
1408
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1409
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1410
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1411
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121
1412
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33
1413
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600
1414
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19
-32
1415
– –
-3
1416
$0 ﹤0.01%
3
1417
– –
-123
1418
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1419
– –
-61
1420
– –
-750
1421
$0 ﹤0.01%
6
1422
$0 ﹤0.01%
57
1423
– –
-9
1424
$0 ﹤0.01%
17
1425
$0 ﹤0.01%
4
55 56
57
58 59