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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
3001
$11K ﹤0.01%
1,063
-91
3002
$11K ﹤0.01%
568
3003
$11K ﹤0.01%
108
+16
3004
$11K ﹤0.01%
355
3005
$11K ﹤0.01%
273
3006
$11K ﹤0.01%
336
+200
3007
$11K ﹤0.01%
6,464
+3,618
3008
$11K ﹤0.01%
156
+56
3009
$11K ﹤0.01%
300
3010
$11K ﹤0.01%
616
+181
3011
$11K ﹤0.01%
280
-98
3012
$11K ﹤0.01%
56
3013
$11K ﹤0.01%
845
-14
3014
$11K ﹤0.01%
218
3015
$11K ﹤0.01%
597
+12
3016
$11K ﹤0.01%
131
+36
3017
$11K ﹤0.01%
347
+58
3018
$11K ﹤0.01%
+3,000
3019
$11K ﹤0.01%
580
+454
3020
$11K ﹤0.01%
220
+109
3021
$11K ﹤0.01%
120
3022
$11K ﹤0.01%
381
+98
3023
$11K ﹤0.01%
185
+11
3024
$11K ﹤0.01%
1,871
3025
$11K ﹤0.01%
647
119 120
121
122 123