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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
3376
$6K ﹤0.01%
68
3377
$6K ﹤0.01%
338
-725
3378
$6K ﹤0.01%
289
+127
3379
$6K ﹤0.01%
1,579
+182
3380
$6K ﹤0.01%
+206
3381
$6K ﹤0.01%
278
-3,626
3382
$6K ﹤0.01%
89
3383
$6K ﹤0.01%
532
+365
3384
$6K ﹤0.01%
461
-21
3385
$6K ﹤0.01%
418
3386
$6K ﹤0.01%
477
3387
$6K ﹤0.01%
343
+243
3388
$6K ﹤0.01%
721
+597
3389
$6K ﹤0.01%
601
+7
3390
$6K ﹤0.01%
340
-85
3391
$6K ﹤0.01%
232
+94
3392
$6K ﹤0.01%
975
+121
3393
$6K ﹤0.01%
144
-366
3394
$5K ﹤0.01%
730
+408
3395
$5K ﹤0.01%
79
+3
3396
$5K ﹤0.01%
116
3397
$5K ﹤0.01%
1,522
-1,116
3398
$5K ﹤0.01%
250
3399
$5K ﹤0.01%
1,073
3400
$5K ﹤0.01%
1,000
+825
134 135
136
137 138