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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
1576
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-282
1577
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-236
1578
$0 ﹤0.01%
14
1579
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1580
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1581
$0 ﹤0.01%
10
1582
$0 ﹤0.01%
3
1583
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1584
$0 ﹤0.01%
11
1585
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-2,787
1586
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-3,150
1587
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-192
1588
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-30
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$0 ﹤0.01%
12
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-8,025
1591
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1592
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-12,904
1593
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1594
$0 ﹤0.01%
2
1595
$0 ﹤0.01%
8
-15
1596
$0 ﹤0.01%
+13
1597
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0
1598
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1599
– –
-220
1600
$0 ﹤0.01%
20
62 63
64
65 66