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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
3151
$9K ﹤0.01%
86
-74
3152
$9K ﹤0.01%
94
-165
3153
$9K ﹤0.01%
434
3154
$9K ﹤0.01%
516
3155
$9K ﹤0.01%
2,245
+164
3156
$9K ﹤0.01%
167
3157
$9K ﹤0.01%
762
+8
3158
$9K ﹤0.01%
199
+149
3159
$9K ﹤0.01%
181
-2
3160
$9K ﹤0.01%
748
+312
3161
$9K ﹤0.01%
757
+20
3162
$9K ﹤0.01%
800
-5,000
3163
$9K ﹤0.01%
4,082
3164
$9K ﹤0.01%
699
+520
3165
$8K ﹤0.01%
329
+251
3166
$8K ﹤0.01%
448
+48
3167
$8K ﹤0.01%
605
+93
3168
$8K ﹤0.01%
1,176
+442
3169
$8K ﹤0.01%
525
+301
3170
$8K ﹤0.01%
98
3171
$8K ﹤0.01%
33
+6
3172
$8K ﹤0.01%
500
3173
$8K ﹤0.01%
1,698
+774
3174
$8K ﹤0.01%
235
3175
$8K ﹤0.01%
286
+241
125 126
127
128 129