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
$16.2B
AUM Growth
+$1.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,602
New
Increased
Reduced
Closed

Top Buys

1
+$72.8M
2
+$65.5M
3
+$54.6M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$52.5M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$41.9M

Top Sells

1
+$34.4M
2
+$31.9M
3
+$29M
4
TGT icon
Target
TGT
+$24.5M
5
BEN icon
Franklin Resources
BEN
+$22.8M

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
2576
$22K ﹤0.01%
2,122
+7
2577
$22K ﹤0.01%
1,746
2578
$22K ﹤0.01%
1,100
+907
2579
$22K ﹤0.01%
342
+82
2580
$22K ﹤0.01%
1,171
-11
2581
$21K ﹤0.01%
652
-293
2582
$21K ﹤0.01%
587
+115
2583
$21K ﹤0.01%
1,303
+143
2584
$21K ﹤0.01%
280
2585
$21K ﹤0.01%
622
2586
$21K ﹤0.01%
+2,545
2587
$21K ﹤0.01%
877
+303
2588
$21K ﹤0.01%
500
+2
2589
$21K ﹤0.01%
709
-77
2590
$21K ﹤0.01%
1,674
+452
2591
$21K ﹤0.01%
1,029
+5
2592
$21K ﹤0.01%
+538
2593
$21K ﹤0.01%
612
2594
$21K ﹤0.01%
+800
2595
$21K ﹤0.01%
1,770
+492
2596
$21K ﹤0.01%
614
-317
2597
$21K ﹤0.01%
2,008
+238
2598
$21K ﹤0.01%
116
-2
2599
$21K ﹤0.01%
2,433
+1,706
2600
$21K ﹤0.01%
+8,008
102 103
104
105 106