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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
3076
$10K ﹤0.01%
439
3077
$10K ﹤0.01%
20,995
+17,878
3078
$10K ﹤0.01%
222
+32
3079
$10K ﹤0.01%
+322
3080
$10K ﹤0.01%
+319
3081
$10K ﹤0.01%
142
-449
3082
$10K ﹤0.01%
588
+9
3083
$10K ﹤0.01%
1,570
+841
3084
$10K ﹤0.01%
1,888
+1,110
3085
$10K ﹤0.01%
350
+347
3086
$10K ﹤0.01%
1,032
+249
3087
$10K ﹤0.01%
523
3088
$10K ﹤0.01%
47
-338
3089
$10K ﹤0.01%
1,511
+13
3090
$10K ﹤0.01%
416
-1,157
3091
$10K ﹤0.01%
506
3092
$10K ﹤0.01%
182
-34
3093
$10K ﹤0.01%
529
-85
3094
$10K ﹤0.01%
340
3095
$10K ﹤0.01%
2,000
3096
$10K ﹤0.01%
537
-4
3097
$10K ﹤0.01%
534
+199
3098
$10K ﹤0.01%
774
+393
3099
$10K ﹤0.01%
143
+1
3100
$10K ﹤0.01%
143
122 123
124
125 126