Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
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
4,602
New
Increased
Reduced
Closed

Top Buys

1
+$72.8M
2
+$65.5M
3
+$54.6M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$52.5M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$41.9M

Top Sells

1
+$34.4M
2
+$31.9M
3
+$29M
4
TGT icon
Target
TGT
+$24.5M
5
BEN icon
Franklin Resources
BEN
+$22.8M

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%
1,671
+706
3152
$9K ﹤0.01%
339
+229
3153
$9K ﹤0.01%
86
-74
3154
$9K ﹤0.01%
94
-165
3155
$9K ﹤0.01%
434
3156
$9K ﹤0.01%
516
3157
$9K ﹤0.01%
2,245
+164
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%
699
+520
3163
$9K ﹤0.01%
167
3164
$9K ﹤0.01%
762
+8
3165
$8K ﹤0.01%
2,000
3166
$8K ﹤0.01%
1,632
+664
3167
$8K ﹤0.01%
331
3168
$8K ﹤0.01%
258
+109
3169
$8K ﹤0.01%
+431
3170
$8K ﹤0.01%
149
-86
3171
$8K ﹤0.01%
951
-1,103
3172
$8K ﹤0.01%
329
+251
3173
$8K ﹤0.01%
448
+48
3174
$8K ﹤0.01%
605
+93
3175
$8K ﹤0.01%
796
+202
125 126
127
128 129