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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
2926
$13K ﹤0.01%
365
+135
2927
$13K ﹤0.01%
658
-12
2928
$13K ﹤0.01%
93
2929
$13K ﹤0.01%
2,145
-86
2930
$13K ﹤0.01%
300
2931
$13K ﹤0.01%
884
+487
2932
$13K ﹤0.01%
962
+450
2933
$13K ﹤0.01%
1,548
+48
2934
$13K ﹤0.01%
2,374
+35
2935
$13K ﹤0.01%
315
2936
$13K ﹤0.01%
201
+1
2937
$13K ﹤0.01%
573
2938
$13K ﹤0.01%
540
-142
2939
$13K ﹤0.01%
151
+59
2940
$13K ﹤0.01%
500
2941
$13K ﹤0.01%
227
-1
2942
$13K ﹤0.01%
+971
2943
$13K ﹤0.01%
137
-7
2944
$12K ﹤0.01%
+250
2945
$12K ﹤0.01%
560
+490
2946
$12K ﹤0.01%
+730
2947
$12K ﹤0.01%
637
+111
2948
$12K ﹤0.01%
2,730
-104
2949
$12K ﹤0.01%
+207
2950
$12K ﹤0.01%
322
116 117
118
119 120