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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
3301
$7K ﹤0.01%
324
-9
3302
$7K ﹤0.01%
617
-219
3303
$7K ﹤0.01%
368
-3
3304
$6K ﹤0.01%
159
-56
3305
$6K ﹤0.01%
229
+98
3306
$6K ﹤0.01%
83
3307
$6K ﹤0.01%
58
-25
3308
$6K ﹤0.01%
+553
3309
$6K ﹤0.01%
661
-183
3310
$6K ﹤0.01%
155
+13
3311
$6K ﹤0.01%
86
-19
3312
$6K ﹤0.01%
121
3313
$6K ﹤0.01%
300
+179
3314
$6K ﹤0.01%
110
3315
$6K ﹤0.01%
28
+22
3316
$6K ﹤0.01%
+300
3317
$6K ﹤0.01%
207
3318
$6K ﹤0.01%
88
3319
$6K ﹤0.01%
186
-631
3320
$6K ﹤0.01%
10
+1
3321
$6K ﹤0.01%
207
3322
$6K ﹤0.01%
1,864
-3,403
3323
$6K ﹤0.01%
85
+48
3324
$6K ﹤0.01%
782
+727
3325
$6K ﹤0.01%
151
+43
131 132
133
134 135