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
2926
$13K ﹤0.01%
500
2927
$13K ﹤0.01%
227
-1
2928
$13K ﹤0.01%
159
-10
2929
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137
-7
2930
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319
-58
2931
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395
-74
2932
$13K ﹤0.01%
1,018
+729
2933
$13K ﹤0.01%
803
+768
2934
$13K ﹤0.01%
335
2935
$13K ﹤0.01%
383
-1
2936
$13K ﹤0.01%
721
+317
2937
$13K ﹤0.01%
556
+152
2938
$13K ﹤0.01%
470
+172
2939
$13K ﹤0.01%
387
+278
2940
$13K ﹤0.01%
1,000
2941
$13K ﹤0.01%
314
+165
2942
$13K ﹤0.01%
257
2943
$13K ﹤0.01%
1,994
-590
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%
257
+164
2949
$12K ﹤0.01%
126
+12
2950
$12K ﹤0.01%
1,073
-280
116 117
118
119 120