We are live on ! Find out more
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
2901
$13K ﹤0.01%
638
-116
2902
$13K ﹤0.01%
406
-77
2903
$13K ﹤0.01%
1,018
+729
2904
$13K ﹤0.01%
803
+768
2905
$13K ﹤0.01%
335
2906
$13K ﹤0.01%
383
-1
2907
$13K ﹤0.01%
721
+317
2908
$13K ﹤0.01%
556
+152
2909
$13K ﹤0.01%
470
+172
2910
$13K ﹤0.01%
387
+278
2911
$13K ﹤0.01%
1,000
2912
$13K ﹤0.01%
314
+165
2913
$13K ﹤0.01%
257
2914
$13K ﹤0.01%
1,994
-590
2915
$13K ﹤0.01%
342
+181
2916
$13K ﹤0.01%
591
2917
$13K ﹤0.01%
491
+119
2918
$13K ﹤0.01%
460
-2,655
2919
$13K ﹤0.01%
178
-52
2920
$13K ﹤0.01%
+135
2921
$13K ﹤0.01%
+416
2922
$13K ﹤0.01%
828
+792
2923
$13K ﹤0.01%
339
+171
2924
$13K ﹤0.01%
316
+127
2925
$13K ﹤0.01%
904
115 116
117
118 119