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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
3351
$6K ﹤0.01%
+87
3352
$6K ﹤0.01%
588
-10
3353
$6K ﹤0.01%
568
+374
3354
$6K ﹤0.01%
700
+334
3355
$6K ﹤0.01%
692
+413
3356
$6K ﹤0.01%
300
3357
$6K ﹤0.01%
401
-79
3358
$6K ﹤0.01%
688
-453
3359
$6K ﹤0.01%
959
-29
3360
$6K ﹤0.01%
701
-821
3361
$6K ﹤0.01%
78
-95
3362
$6K ﹤0.01%
463
3363
$6K ﹤0.01%
338
+104
3364
$6K ﹤0.01%
497
-679
3365
$6K ﹤0.01%
+574
3366
$6K ﹤0.01%
30
-21
3367
$6K ﹤0.01%
144
-5,856
3368
$6K ﹤0.01%
170
3369
$6K ﹤0.01%
377
+5
3370
$6K ﹤0.01%
300
3371
$6K ﹤0.01%
+286
3372
$6K ﹤0.01%
400
3373
$6K ﹤0.01%
500
-715
3374
$6K ﹤0.01%
2,261
+490
3375
$6K ﹤0.01%
300
+80
133 134
135
136 137