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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
3051
$10K ﹤0.01%
600
3052
$10K ﹤0.01%
580
3053
$10K ﹤0.01%
363
3054
$10K ﹤0.01%
584
-549
3055
$10K ﹤0.01%
247
-139
3056
$10K ﹤0.01%
1,000
3057
$10K ﹤0.01%
373
+222
3058
$10K ﹤0.01%
200
-32
3059
$10K ﹤0.01%
504
-1,498
3060
$10K ﹤0.01%
169
3061
$10K ﹤0.01%
477
+377
3062
$10K ﹤0.01%
313
+77
3063
$10K ﹤0.01%
244
-36
3064
$10K ﹤0.01%
1,103
+797
3065
$10K ﹤0.01%
314
+5
3066
$10K ﹤0.01%
308
+307
3067
$10K ﹤0.01%
84
-93
3068
$10K ﹤0.01%
+127
3069
$10K ﹤0.01%
19,316
3070
$10K ﹤0.01%
417
+132
3071
$10K ﹤0.01%
218
+134
3072
$10K ﹤0.01%
1,130
-302
3073
$10K ﹤0.01%
1,553
3074
$10K ﹤0.01%
55
+3
3075
$10K ﹤0.01%
562
+550
121 122
123
124 125