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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
3176
$8K ﹤0.01%
400
3177
$8K ﹤0.01%
436
+245
3178
$8K ﹤0.01%
+500
3179
$8K ﹤0.01%
160
+20
3180
$8K ﹤0.01%
510
-50
3181
$8K ﹤0.01%
347
3182
$8K ﹤0.01%
255
+70
3183
$8K ﹤0.01%
176
+144
3184
$8K ﹤0.01%
1,114
3185
$8K ﹤0.01%
543
3186
$8K ﹤0.01%
46
+2
3187
$8K ﹤0.01%
614
+347
3188
$8K ﹤0.01%
260
+159
3189
$8K ﹤0.01%
74
3190
$8K ﹤0.01%
339
-300
3191
$8K ﹤0.01%
253
-73
3192
$8K ﹤0.01%
174
+87
3193
$8K ﹤0.01%
152
+86
3194
$8K ﹤0.01%
162
3195
$8K ﹤0.01%
+192
3196
$8K ﹤0.01%
324
+166
3197
$8K ﹤0.01%
225
-731
3198
$8K ﹤0.01%
238
-45
3199
$8K ﹤0.01%
112
-9
3200
$8K ﹤0.01%
4,516
126 127
128
129 130