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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
3326
$6K ﹤0.01%
74
-9
3327
$6K ﹤0.01%
500
3328
$6K ﹤0.01%
1,856
-2,547
3329
$6K ﹤0.01%
178
3330
$6K ﹤0.01%
1,101
+253
3331
$6K ﹤0.01%
574
+108
3332
$6K ﹤0.01%
506
+190
3333
$6K ﹤0.01%
132
3334
$6K ﹤0.01%
334
3335
$6K ﹤0.01%
241
-1,335
3336
$6K ﹤0.01%
232
+4
3337
$6K ﹤0.01%
191
-678
3338
$6K ﹤0.01%
+491
3339
$6K ﹤0.01%
169
-1,687
3340
$6K ﹤0.01%
300
+100
3341
$6K ﹤0.01%
464
-2,014
3342
$6K ﹤0.01%
204
+13
3343
$6K ﹤0.01%
117
+1
3344
$6K ﹤0.01%
1,133
-46
3345
$6K ﹤0.01%
28
-244
3346
$6K ﹤0.01%
224
+37
3347
$6K ﹤0.01%
419
-18
3348
$6K ﹤0.01%
450
3349
$6K ﹤0.01%
+1,000
3350
$6K ﹤0.01%
165
132 133
134
135 136