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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
2676
$19K ﹤0.01%
878
+150
2677
$19K ﹤0.01%
762
+135
2678
$19K ﹤0.01%
890
+370
2679
$19K ﹤0.01%
748
+158
2680
$19K ﹤0.01%
128
+26
2681
$19K ﹤0.01%
622
+446
2682
$19K ﹤0.01%
1,128
+273
2683
$19K ﹤0.01%
657
+388
2684
$19K ﹤0.01%
839
+684
2685
$19K ﹤0.01%
190
-79
2686
$19K ﹤0.01%
451
+75
2687
$19K ﹤0.01%
292
-657
2688
$19K ﹤0.01%
+1,700
2689
$19K ﹤0.01%
381
+159
2690
$19K ﹤0.01%
1,056
-774
2691
$19K ﹤0.01%
468
+185
2692
$18K ﹤0.01%
3,535
-290
2693
$18K ﹤0.01%
1,000
2694
$18K ﹤0.01%
2,200
+1,200
2695
$18K ﹤0.01%
1,970
-310
2696
$18K ﹤0.01%
99
+13
2697
$18K ﹤0.01%
1,148
2698
$18K ﹤0.01%
300
2699
$18K ﹤0.01%
789
-98
2700
$18K ﹤0.01%
414
+8
106 107
108
109 110