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
3226
$8K ﹤0.01%
152
-17
3227
$8K ﹤0.01%
282
+256
3228
$8K ﹤0.01%
178
3229
$8K ﹤0.01%
200
3230
$8K ﹤0.01%
294
+51
3231
$8K ﹤0.01%
238
-45
3232
$8K ﹤0.01%
112
-9
3233
$8K ﹤0.01%
4,516
3234
$8K ﹤0.01%
2,013
-8,022
3235
$8K ﹤0.01%
102
+62
3236
$8K ﹤0.01%
1,085
+120
3237
$7K ﹤0.01%
179
+103
3238
$7K ﹤0.01%
170
-6
3239
$7K ﹤0.01%
256
+29
3240
$7K ﹤0.01%
373
-182
3241
$7K ﹤0.01%
595
+260
3242
$7K ﹤0.01%
166
+9
3243
$7K ﹤0.01%
1,265
-424
3244
$7K ﹤0.01%
1,944
+314
3245
$7K ﹤0.01%
410
3246
$7K ﹤0.01%
356
3247
$7K ﹤0.01%
2,379
3248
$7K ﹤0.01%
289
-206
3249
$7K ﹤0.01%
300
-350
3250
$7K ﹤0.01%
65
+30
128 129
130
131 132