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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
2801
$15K ﹤0.01%
1,955
-90
2802
$15K ﹤0.01%
322
+131
2803
$15K ﹤0.01%
310
-16
2804
$15K ﹤0.01%
1,463
+33
2805
$15K ﹤0.01%
249
2806
$15K ﹤0.01%
2,164
2807
$15K ﹤0.01%
272
+25
2808
$15K ﹤0.01%
341
-34
2809
$15K ﹤0.01%
1,993
-95
2810
$15K ﹤0.01%
1,972
+141
2811
$15K ﹤0.01%
410
-372
2812
$15K ﹤0.01%
130
2813
$15K ﹤0.01%
738
+197
2814
$15K ﹤0.01%
616
-68
2815
$15K ﹤0.01%
1,629
-931
2816
$15K ﹤0.01%
592
+13
2817
$15K ﹤0.01%
2,655
+1,706
2818
$15K ﹤0.01%
255
+132
2819
$15K ﹤0.01%
35
+29
2820
$15K ﹤0.01%
314
2821
$15K ﹤0.01%
128
+49
2822
$15K ﹤0.01%
699
-144
2823
$15K ﹤0.01%
321
+114
2824
$15K ﹤0.01%
475
+205
2825
$15K ﹤0.01%
2,715
111 112
113
114 115