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
2851
$14K ﹤0.01%
866
-88
2852
$14K ﹤0.01%
480
2853
$14K ﹤0.01%
254
+15
2854
$14K ﹤0.01%
478
+358
2855
$14K ﹤0.01%
+799
2856
$14K ﹤0.01%
869
2857
$14K ﹤0.01%
1,478
+11
2858
$14K ﹤0.01%
1,325
+880
2859
$14K ﹤0.01%
322
+26
2860
$14K ﹤0.01%
188
+5
2861
$14K ﹤0.01%
2,330
+230
2862
$14K ﹤0.01%
190
+7
2863
$14K ﹤0.01%
77
+45
2864
$14K ﹤0.01%
1,324
+5
2865
$14K ﹤0.01%
355
-39
2866
$14K ﹤0.01%
457
+27
2867
$14K ﹤0.01%
1,128
+91
2868
$14K ﹤0.01%
+412
2869
$14K ﹤0.01%
1,363
-512
2870
$14K ﹤0.01%
766
-198
2871
$14K ﹤0.01%
552
+34
2872
$14K ﹤0.01%
601
-225
2873
$14K ﹤0.01%
1,198
+47
2874
$14K ﹤0.01%
624
+2
2875
$14K ﹤0.01%
630
113 114
115
116 117