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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
3226
$8K ﹤0.01%
258
+109
3227
$8K ﹤0.01%
+431
3228
$8K ﹤0.01%
149
-86
3229
$8K ﹤0.01%
796
+202
3230
$8K ﹤0.01%
455
+29
3231
$8K ﹤0.01%
416
3232
$8K ﹤0.01%
266
-4
3233
$8K ﹤0.01%
2,000
3234
$8K ﹤0.01%
1,632
+664
3235
$8K ﹤0.01%
331
3236
$8K ﹤0.01%
951
-1,103
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%
356
3244
$7K ﹤0.01%
2,379
3245
$7K ﹤0.01%
289
-206
3246
$7K ﹤0.01%
237
+50
3247
$7K ﹤0.01%
+152
3248
$7K ﹤0.01%
243
3249
$7K ﹤0.01%
68
-363
3250
$7K ﹤0.01%
354
128 129
130
131 132