Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
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
+$61.8M
2
+$43.9M
3
+$38.2M
4
TSCO icon
Tractor Supply
TSCO
+$35.9M
5
HAL icon
Halliburton
HAL
+$31.7M

Top Sells

1
+$46.5M
2
+$39.3M
3
+$35.8M
4
WDR
Waddell & Reed Financial, Inc.
WDR
+$28.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$28.1M

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
126
$3.12M 0.14%
63,374
+63,264
127
$3.08M 0.14%
126,463
-4,451
128
$3.08M 0.14%
95,097
+95,073
129
$3.05M 0.14%
46,903
-8,176
130
$3.05M 0.14%
97,475
+80
131
$3.04M 0.14%
89,212
+14,937
132
$2.98M 0.13%
123,149
+11,736
133
$2.88M 0.13%
11,920
-54
134
$2.83M 0.13%
94,564
+94,555
135
$2.82M 0.13%
62,502
+171
136
$2.81M 0.12%
80,027
+663
137
$2.78M 0.12%
17,843
-73,934
138
$2.76M 0.12%
189,820
-7,367
139
$2.74M 0.12%
184,177
+349
140
$2.72M 0.12%
50,828
-200
141
$2.72M 0.12%
92,051
+66,135
142
$2.71M 0.12%
104,880
-4,248
143
$2.68M 0.12%
171,648
+43,050
144
$2.65M 0.12%
89,797
+89,144
145
$2.61M 0.12%
176,320
-11,108
146
$2.59M 0.12%
91,214
-1,366
147
$2.56M 0.11%
50,227
+5,924
148
$2.55M 0.11%
78,419
-8,803
149
$2.45M 0.11%
240,555
-14,580
150
$2.38M 0.11%
15,608
+11,532
4 5
6
7 8