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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
2576
$22K ﹤0.01%
277
-16
2577
$22K ﹤0.01%
343
+15
2578
$22K ﹤0.01%
325
2579
$22K ﹤0.01%
250
+163
2580
$22K ﹤0.01%
2,000
-14,000
2581
$21K ﹤0.01%
652
-293
2582
$21K ﹤0.01%
587
+115
2583
$21K ﹤0.01%
1,303
+143
2584
$21K ﹤0.01%
709
-77
2585
$21K ﹤0.01%
1,674
+452
2586
$21K ﹤0.01%
1,029
+5
2587
$21K ﹤0.01%
+538
2588
$21K ﹤0.01%
612
2589
$21K ﹤0.01%
+800
2590
$21K ﹤0.01%
1,770
+492
2591
$21K ﹤0.01%
614
-317
2592
$21K ﹤0.01%
1,231
+42
2593
$21K ﹤0.01%
646
-215
2594
$21K ﹤0.01%
175
-21
2595
$21K ﹤0.01%
521
+11
2596
$21K ﹤0.01%
583
-4
2597
$21K ﹤0.01%
786
+144
2598
$21K ﹤0.01%
516
+199
2599
$21K ﹤0.01%
654
+421
2600
$21K ﹤0.01%
280
102 103
104
105 106