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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
3201
$8K ﹤0.01%
2,013
-8,022
3202
$8K ﹤0.01%
102
+62
3203
$8K ﹤0.01%
1,085
+120
3204
$8K ﹤0.01%
815
+604
3205
$8K ﹤0.01%
2,100
-2,000
3206
$8K ﹤0.01%
850
3207
$8K ﹤0.01%
434
+229
3208
$8K ﹤0.01%
287
3209
$8K ﹤0.01%
328
-234
3210
$8K ﹤0.01%
363
-791
3211
$8K ﹤0.01%
1,628
+134
3212
$8K ﹤0.01%
3,687
-507
3213
$8K ﹤0.01%
677
3214
$8K ﹤0.01%
424
+413
3215
$8K ﹤0.01%
817
-104
3216
$8K ﹤0.01%
236
+38
3217
$8K ﹤0.01%
2,557
3218
$8K ﹤0.01%
145
-66
3219
$8K ﹤0.01%
297
3220
$8K ﹤0.01%
826
+663
3221
$8K ﹤0.01%
152
-17
3222
$8K ﹤0.01%
282
+256
3223
$8K ﹤0.01%
178
3224
$8K ﹤0.01%
200
3225
$8K ﹤0.01%
294
+51
127 128
129
130 131