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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
2501
$24K ﹤0.01%
466
+24
2502
$24K ﹤0.01%
242
-171
2503
$24K ﹤0.01%
747
2504
$24K ﹤0.01%
2,150
+1,434
2505
$24K ﹤0.01%
1,218
2506
$24K ﹤0.01%
2,062
+39
2507
$24K ﹤0.01%
2,778
+394
2508
$24K ﹤0.01%
775
+679
2509
$24K ﹤0.01%
1,535
+748
2510
$24K ﹤0.01%
821
2511
$24K ﹤0.01%
645
+156
2512
$24K ﹤0.01%
17
+1
2513
$24K ﹤0.01%
660
-168
2514
$24K ﹤0.01%
879
+268
2515
$24K ﹤0.01%
575
+194
2516
$24K ﹤0.01%
1,904
+91
2517
$24K ﹤0.01%
727
-1,581
2518
$24K ﹤0.01%
380
-34
2519
$24K ﹤0.01%
131
+94
2520
$24K ﹤0.01%
286
-142
2521
$24K ﹤0.01%
2,874
+1,493
2522
$24K ﹤0.01%
259
+31
2523
$23K ﹤0.01%
2,005
+1,179
2524
$23K ﹤0.01%
149
-147
2525
$23K ﹤0.01%
2,551
+170
99 100
101
102 103