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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
$16.2B
AUM Growth
+$1.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,601
New
Increased
Reduced
Closed

Top Buys

1
+$73M
2
+$62.1M
3
+$55M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$50.2M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$39.9M

Top Sells

1
+$32.7M
2
+$31.1M
3
+$28.6M
4
TGT icon
Target
TGT
+$27.6M
5
BEN icon
Franklin Resources
BEN
+$22M

Sector Composition

1 Technology 6.58%
2 Healthcare 4.02%
3 Financials 3.65%
4 Consumer Discretionary 2.67%
5 Industrials 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$25K ﹤0.01%
244
+17
2477
$25K ﹤0.01%
1,227
2478
$25K ﹤0.01%
208
-32
2479
$25K ﹤0.01%
3,350
+259
2480
$25K ﹤0.01%
1,935
+378
2481
$25K ﹤0.01%
471
+61
2482
$25K ﹤0.01%
953
+653
2483
$25K ﹤0.01%
723
2484
$25K ﹤0.01%
263
+4
2485
$25K ﹤0.01%
302
-8
2486
$25K ﹤0.01%
1,700
+588
2487
$25K ﹤0.01%
547
+63
2488
$25K ﹤0.01%
385
+72
2489
$25K ﹤0.01%
847
+117
2490
$25K ﹤0.01%
681
+281
2491
$25K ﹤0.01%
1,737
2492
$25K ﹤0.01%
485
-115
2493
$24K ﹤0.01%
360
-38
2494
$24K ﹤0.01%
1,056
2495
$24K ﹤0.01%
996
+5
2496
$24K ﹤0.01%
524
2497
$24K ﹤0.01%
338
+24
2498
$24K ﹤0.01%
535
+2
2499
$24K ﹤0.01%
945
+195
2500
$24K ﹤0.01%
220
-695
98 99
100
101 102