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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
2826
$15K ﹤0.01%
415
-936
2827
$15K ﹤0.01%
4,429
+1,328
2828
$15K ﹤0.01%
434
2829
$15K ﹤0.01%
1,077
+84
2830
$15K ﹤0.01%
670
2831
$15K ﹤0.01%
248
2832
$15K ﹤0.01%
154
2833
$15K ﹤0.01%
+400
2834
$15K ﹤0.01%
219
+15
2835
$15K ﹤0.01%
998
2836
$15K ﹤0.01%
164
-31
2837
$15K ﹤0.01%
898
+429
2838
$15K ﹤0.01%
1,200
-6,550
2839
$15K ﹤0.01%
197
2840
$14K ﹤0.01%
154
+96
2841
$14K ﹤0.01%
1,510
+523
2842
$14K ﹤0.01%
254
+15
2843
$14K ﹤0.01%
478
+358
2844
$14K ﹤0.01%
1,324
+5
2845
$14K ﹤0.01%
1,128
+91
2846
$14K ﹤0.01%
+412
2847
$14K ﹤0.01%
1,363
-512
2848
$14K ﹤0.01%
766
-198
2849
$14K ﹤0.01%
552
+34
2850
$14K ﹤0.01%
601
-225
112 113
114
115 116