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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
1601
– –
-200
1602
– –
-1,236
1603
– –
-23
1604
– –
-47
1605
$0 ﹤0.01%
95
1606
– –
-5
1607
– –
-85
1608
– –
-34
1609
– –
-86
1610
$0 ﹤0.01%
2
1611
$0 ﹤0.01%
3
1612
$0 ﹤0.01%
2
1613
– –
-18
1614
– –
-127
1615
$0 ﹤0.01%
8
1616
– –
-41
1617
– –
-121
1618
– –
-96
1619
– –
-66
1620
– –
-1,500
1621
$0 ﹤0.01%
9
1622
– –
-5
1623
$0 ﹤0.01%
2
1624
$0 ﹤0.01%
+4
1625
– –
-313
62 63 64
65
66