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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
3401
$5K ﹤0.01%
30
3402
$5K ﹤0.01%
+270
3403
$5K ﹤0.01%
+100
3404
$5K ﹤0.01%
129
-120
3405
$5K ﹤0.01%
201
3406
$5K ﹤0.01%
375
+133
3407
$5K ﹤0.01%
99
-5
3408
$5K ﹤0.01%
+570
3409
$5K ﹤0.01%
264
+198
3410
$5K ﹤0.01%
1,139
-378
3411
$5K ﹤0.01%
338
3412
$5K ﹤0.01%
970
3413
$5K ﹤0.01%
514
+282
3414
$5K ﹤0.01%
+135
3415
$5K ﹤0.01%
462
-1,438
3416
$5K ﹤0.01%
179
3417
$5K ﹤0.01%
319
+117
3418
$5K ﹤0.01%
100
3419
$5K ﹤0.01%
172
3420
$5K ﹤0.01%
+500
3421
$5K ﹤0.01%
179
3422
$5K ﹤0.01%
+62
3423
$5K ﹤0.01%
372
-1,173
3424
$5K ﹤0.01%
364
-572
3425
$5K ﹤0.01%
185
-406
135 136
137
138 139