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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
2951
$12K ﹤0.01%
420
-172
2952
$12K ﹤0.01%
+185
2953
$12K ﹤0.01%
375
-100
2954
$12K ﹤0.01%
193
2955
$12K ﹤0.01%
955
+204
2956
$12K ﹤0.01%
+1,550
2957
$12K ﹤0.01%
+185
2958
$12K ﹤0.01%
126
+4
2959
$12K ﹤0.01%
257
-154
2960
$12K ﹤0.01%
93
-1
2961
$12K ﹤0.01%
475
-1,184
2962
$12K ﹤0.01%
128
+100
2963
$12K ﹤0.01%
193
-107
2964
$12K ﹤0.01%
223
-51
2965
$12K ﹤0.01%
530
+2
2966
$12K ﹤0.01%
237
+54
2967
$12K ﹤0.01%
24,349
2968
$12K ﹤0.01%
96
+2
2969
$12K ﹤0.01%
257
+164
2970
$12K ﹤0.01%
126
+12
2971
$12K ﹤0.01%
1,073
-280
2972
$12K ﹤0.01%
2,235
-200
2973
$12K ﹤0.01%
5,203
+36
2974
$12K ﹤0.01%
560
-401
2975
$12K ﹤0.01%
554
117 118
119
120 121