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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
2551
$23K ﹤0.01%
1,628
+331
2552
$22K ﹤0.01%
410
2553
$22K ﹤0.01%
294
+283
2554
$22K ﹤0.01%
2,796
-540
2555
$22K ﹤0.01%
760
-966
2556
$22K ﹤0.01%
546
+37
2557
$22K ﹤0.01%
679
-571
2558
$22K ﹤0.01%
4,493
+136
2559
$22K ﹤0.01%
2,494
+2,196
2560
$22K ﹤0.01%
1,107
+8
2561
$22K ﹤0.01%
581
+166
2562
$22K ﹤0.01%
483
+240
2563
$22K ﹤0.01%
1,430
-930
2564
$22K ﹤0.01%
502
+122
2565
$22K ﹤0.01%
2,549
+49
2566
$22K ﹤0.01%
866
+684
2567
$22K ﹤0.01%
1,380
+188
2568
$22K ﹤0.01%
1,983
2569
$22K ﹤0.01%
+1,554
2570
$22K ﹤0.01%
2,122
+7
2571
$22K ﹤0.01%
1,746
2572
$22K ﹤0.01%
1,100
+907
2573
$22K ﹤0.01%
342
+82
2574
$22K ﹤0.01%
1,171
-11
2575
$22K ﹤0.01%
335
+278
101 102
103
104 105