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
3376
$6K ﹤0.01%
1,579
+182
3377
$6K ﹤0.01%
117
+1
3378
$6K ﹤0.01%
1,133
-46
3379
$6K ﹤0.01%
28
-244
3380
$6K ﹤0.01%
224
+37
3381
$6K ﹤0.01%
419
-18
3382
$6K ﹤0.01%
+206
3383
$6K ﹤0.01%
278
-3,626
3384
$6K ﹤0.01%
89
3385
$6K ﹤0.01%
532
+365
3386
$6K ﹤0.01%
461
-21
3387
$6K ﹤0.01%
450
3388
$6K ﹤0.01%
+1,000
3389
$6K ﹤0.01%
165
3390
$6K ﹤0.01%
418
3391
$6K ﹤0.01%
477
3392
$6K ﹤0.01%
343
+243
3393
$6K ﹤0.01%
+87
3394
$5K ﹤0.01%
714
-1,816
3395
$5K ﹤0.01%
730
+408
3396
$5K ﹤0.01%
79
+3
3397
$5K ﹤0.01%
116
3398
$5K ﹤0.01%
1,522
-1,116
3399
$5K ﹤0.01%
140
3400
$5K ﹤0.01%
187
+5
134 135
136
137 138