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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
2876
$14K ﹤0.01%
1,478
+11
2877
$14K ﹤0.01%
1,325
+880
2878
$14K ﹤0.01%
322
+26
2879
$14K ﹤0.01%
188
+5
2880
$14K ﹤0.01%
2,330
+230
2881
$14K ﹤0.01%
190
+7
2882
$14K ﹤0.01%
77
+45
2883
$14K ﹤0.01%
355
-39
2884
$14K ﹤0.01%
457
+27
2885
$14K ﹤0.01%
956
+940
2886
$13K ﹤0.01%
662
+97
2887
$13K ﹤0.01%
419
+185
2888
$13K ﹤0.01%
1,201
+997
2889
$13K ﹤0.01%
378
+22
2890
$13K ﹤0.01%
698
2891
$13K ﹤0.01%
879
-117
2892
$13K ﹤0.01%
893
-28
2893
$13K ﹤0.01%
237
-61
2894
$13K ﹤0.01%
+978
2895
$13K ﹤0.01%
550
+89
2896
$13K ﹤0.01%
+825
2897
$13K ﹤0.01%
800
2898
$13K ﹤0.01%
1,100
+875
2899
$13K ﹤0.01%
933
-168
2900
$13K ﹤0.01%
159
-10
114 115
116
117 118