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
176
$1.85M 0.08%
24,096
+24,070
177
$1.84M 0.08%
+41,656
178
$1.81M 0.08%
45,883
+32,235
179
$1.81M 0.08%
147,322
+74,690
180
$1.8M 0.08%
33,634
-5,449
181
$1.79M 0.08%
64,046
+17,626
182
$1.79M 0.08%
32,967
-5,325
183
$1.79M 0.08%
6
+1
184
$1.78M 0.08%
9,273
-1,601
185
$1.78M 0.08%
61,054
-15,563
186
$1.78M 0.08%
31,060
+2,577
187
$1.74M 0.08%
40,406
+127
188
$1.72M 0.08%
+153,347
189
$1.7M 0.08%
19,936
+19,910
190
$1.69M 0.08%
28,940
+2,660
191
$1.69M 0.08%
29,697
+10,068
192
$1.68M 0.07%
28,824
+16,615
193
$1.67M 0.07%
84,608
-92,162
194
$1.62M 0.07%
12,968
-152,895
195
$1.62M 0.07%
15,222
+3,643
196
$1.61M 0.07%
9,320
-2,512
197
$1.59M 0.07%
24,903
+6,134
198
$1.58M 0.07%
22,741
+5,090
199
$1.51M 0.07%
16,417
+3,368
200
$1.51M 0.07%
18,347
+4,455
6 7
8
9 10