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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
2601
$21K ﹤0.01%
622
2602
$21K ﹤0.01%
+2,545
2603
$21K ﹤0.01%
877
+303
2604
$21K ﹤0.01%
500
+2
2605
$21K ﹤0.01%
2,008
+238
2606
$21K ﹤0.01%
116
-2
2607
$21K ﹤0.01%
2,433
+1,706
2608
$21K ﹤0.01%
+8,008
2609
$21K ﹤0.01%
1,388
+1,303
2610
$21K ﹤0.01%
174
-76
2611
$21K ﹤0.01%
235
-2,951
2612
$21K ﹤0.01%
1,688
+1,404
2613
$21K ﹤0.01%
1,087
+318
2614
$21K ﹤0.01%
8,950
2615
$21K ﹤0.01%
813
+111
2616
$20K ﹤0.01%
3,108
+1,753
2617
$20K ﹤0.01%
2,053
+265
2618
$20K ﹤0.01%
297
-7
2619
$20K ﹤0.01%
627
2620
$20K ﹤0.01%
+1,200
2621
$20K ﹤0.01%
183
-35
2622
$20K ﹤0.01%
723
-716
2623
$20K ﹤0.01%
455
2624
$20K ﹤0.01%
902
2625
$20K ﹤0.01%
1,638
103 104
105
106 107