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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
3026
$11K ﹤0.01%
140
3027
$11K ﹤0.01%
665
+634
3028
$11K ﹤0.01%
924
-241
3029
$11K ﹤0.01%
167
+84
3030
$11K ﹤0.01%
280
+219
3031
$11K ﹤0.01%
2,762
-163
3032
$11K ﹤0.01%
1,058
+90
3033
$11K ﹤0.01%
209
3034
$11K ﹤0.01%
356
-11
3035
$11K ﹤0.01%
96
-133
3036
$11K ﹤0.01%
689
3037
$10K ﹤0.01%
304
3038
$10K ﹤0.01%
230
+30
3039
$10K ﹤0.01%
226
+4
3040
$10K ﹤0.01%
290
-41
3041
$10K ﹤0.01%
+365
3042
$10K ﹤0.01%
1,000
3043
$10K ﹤0.01%
493
+282
3044
$10K ﹤0.01%
386
+61
3045
$10K ﹤0.01%
600
-13
3046
$10K ﹤0.01%
634
+17
3047
$10K ﹤0.01%
325
-12
3048
$10K ﹤0.01%
447
-251
3049
$10K ﹤0.01%
20
+1
3050
$10K ﹤0.01%
418
+30
120 121
122
123 124