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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
1501
– –
-63
1502
– –
-1,712
1503
– –
-35
1504
– –
-5,690
1505
– –
-200
1506
– –
-439
1507
– –
-29
1508
– –
-45
1509
– –
-38
1510
– –
-460
1511
– –
-18
1512
$0 ﹤0.01%
17
1513
– –
-1,274
1514
– –
-1,839
1515
– –
-90
1516
– –
-131
1517
$0 ﹤0.01%
15
1518
– –
-15
1519
– –
-135
1520
$0 ﹤0.01%
62
1521
– –
-3
1522
$0 ﹤0.01%
3
1523
– –
-123
1524
– –
-21
1525
– –
-61
59 60
61
62 63