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
3326
$6K ﹤0.01%
110
3327
$6K ﹤0.01%
28
+22
3328
$6K ﹤0.01%
+300
3329
$6K ﹤0.01%
497
-679
3330
$6K ﹤0.01%
207
3331
$6K ﹤0.01%
88
3332
$6K ﹤0.01%
186
-631
3333
$6K ﹤0.01%
10
+1
3334
$6K ﹤0.01%
207
3335
$6K ﹤0.01%
1,864
-3,403
3336
$6K ﹤0.01%
85
+48
3337
$6K ﹤0.01%
782
+727
3338
$6K ﹤0.01%
151
+43
3339
$6K ﹤0.01%
74
-9
3340
$6K ﹤0.01%
500
3341
$6K ﹤0.01%
1,856
-2,547
3342
$6K ﹤0.01%
178
3343
$6K ﹤0.01%
1,101
+253
3344
$6K ﹤0.01%
574
+108
3345
$6K ﹤0.01%
+574
3346
$6K ﹤0.01%
30
-21
3347
$6K ﹤0.01%
144
-5,856
3348
$6K ﹤0.01%
170
3349
$6K ﹤0.01%
377
+5
3350
$6K ﹤0.01%
721
+597
132 133
134
135 136