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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
3126
$9K ﹤0.01%
177
-179
3127
$9K ﹤0.01%
+287
3128
$9K ﹤0.01%
412
3129
$9K ﹤0.01%
1,463
+20
3130
$9K ﹤0.01%
151
+1
3131
$9K ﹤0.01%
95
+1
3132
$9K ﹤0.01%
500
3133
$9K ﹤0.01%
4,000
3134
$9K ﹤0.01%
416
3135
$9K ﹤0.01%
404
3136
$9K ﹤0.01%
613
3137
$9K ﹤0.01%
851
+329
3138
$9K ﹤0.01%
389
-1
3139
$9K ﹤0.01%
417
+30
3140
$9K ﹤0.01%
258
+78
3141
$9K ﹤0.01%
439
-139
3142
$9K ﹤0.01%
377
+280
3143
$9K ﹤0.01%
398
3144
$9K ﹤0.01%
300
3145
$9K ﹤0.01%
543
+58
3146
$9K ﹤0.01%
280
+201
3147
$9K ﹤0.01%
637
-650
3148
$9K ﹤0.01%
1,578
3149
$9K ﹤0.01%
1,671
+706
3150
$9K ﹤0.01%
339
+229
124 125
126
127 128