Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
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
4,602
New
Increased
Reduced
Closed

Top Buys

1
+$72.8M
2
+$65.5M
3
+$54.6M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$52.5M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$41.9M

Top Sells

1
+$34.4M
2
+$31.9M
3
+$29M
4
TGT icon
Target
TGT
+$24.5M
5
BEN icon
Franklin Resources
BEN
+$22.8M

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%
2,164
2827
$15K ﹤0.01%
272
+25
2828
$15K ﹤0.01%
341
-34
2829
$15K ﹤0.01%
1,993
-95
2830
$15K ﹤0.01%
1,972
+141
2831
$15K ﹤0.01%
410
-372
2832
$15K ﹤0.01%
130
2833
$15K ﹤0.01%
738
+197
2834
$15K ﹤0.01%
197
2835
$15K ﹤0.01%
616
-68
2836
$15K ﹤0.01%
1,629
-931
2837
$15K ﹤0.01%
592
+13
2838
$15K ﹤0.01%
2,655
+1,706
2839
$15K ﹤0.01%
255
+132
2840
$14K ﹤0.01%
154
+96
2841
$14K ﹤0.01%
1,510
+523
2842
$14K ﹤0.01%
1,205
-772
2843
$14K ﹤0.01%
811
2844
$14K ﹤0.01%
437
-25
2845
$14K ﹤0.01%
539
-1
2846
$14K ﹤0.01%
470
2847
$14K ﹤0.01%
1,154
+29
2848
$14K ﹤0.01%
726
-645
2849
$14K ﹤0.01%
292
+7
2850
$14K ﹤0.01%
224
+24
112 113
114
115 116