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
3276
$7K ﹤0.01%
924
-11
3277
$7K ﹤0.01%
1,412
-148
3278
$7K ﹤0.01%
723
-485
3279
$7K ﹤0.01%
233
3280
$7K ﹤0.01%
318
-47
3281
$7K ﹤0.01%
261
+221
3282
$7K ﹤0.01%
785
-49
3283
$7K ﹤0.01%
250
-383
3284
$7K ﹤0.01%
325
+292
3285
$7K ﹤0.01%
581
+314
3286
$7K ﹤0.01%
1,038
-96
3287
$7K ﹤0.01%
278
3288
$7K ﹤0.01%
303
-686
3289
$7K ﹤0.01%
339
+25
3290
$7K ﹤0.01%
78
3291
$7K ﹤0.01%
59
-48
3292
$7K ﹤0.01%
1,642
3293
$7K ﹤0.01%
244
-153
3294
$7K ﹤0.01%
1,068
3295
$7K ﹤0.01%
708
+7
3296
$7K ﹤0.01%
3,782
+3,332
3297
$7K ﹤0.01%
+254
3298
$7K ﹤0.01%
433
+274
3299
$7K ﹤0.01%
796
+33
3300
$7K ﹤0.01%
187
-66
130 131
132
133 134