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
3251
$7K ﹤0.01%
180
-1,500
3252
$7K ﹤0.01%
169
3253
$7K ﹤0.01%
472
3254
$7K ﹤0.01%
506
3255
$7K ﹤0.01%
+406
3256
$7K ﹤0.01%
2,496
3257
$7K ﹤0.01%
514
+511
3258
$7K ﹤0.01%
584
+17
3259
$7K ﹤0.01%
194
+72
3260
$7K ﹤0.01%
237
+50
3261
$7K ﹤0.01%
+152
3262
$7K ﹤0.01%
243
3263
$7K ﹤0.01%
68
-363
3264
$7K ﹤0.01%
354
3265
$7K ﹤0.01%
800
-893
3266
$7K ﹤0.01%
617
-219
3267
$7K ﹤0.01%
368
-3
3268
$7K ﹤0.01%
212
+69
3269
$7K ﹤0.01%
72
+41
3270
$7K ﹤0.01%
325
-345
3271
$7K ﹤0.01%
82
+56
3272
$7K ﹤0.01%
65
-36
3273
$7K ﹤0.01%
+1,674
3274
$7K ﹤0.01%
1,863
3275
$7K ﹤0.01%
170
+7
129 130
131
132 133