We are live on ! Find out more
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
3426
$5K ﹤0.01%
165
+48
3427
$5K ﹤0.01%
255
-59
3428
$5K ﹤0.01%
+511
3429
$5K ﹤0.01%
134
-495
3430
$5K ﹤0.01%
338
+259
3431
$5K ﹤0.01%
1,297
+268
3432
$5K ﹤0.01%
714
-1,816
3433
$5K ﹤0.01%
554
+288
3434
$5K ﹤0.01%
70
+7
3435
$5K ﹤0.01%
2,117
+844
3436
$5K ﹤0.01%
200
3437
$5K ﹤0.01%
265
-148
3438
$5K ﹤0.01%
593
+368
3439
$5K ﹤0.01%
140
3440
$5K ﹤0.01%
187
+5
3441
$5K ﹤0.01%
503
3442
$5K ﹤0.01%
300
3443
$5K ﹤0.01%
575
-592
3444
$5K ﹤0.01%
+249
3445
$5K ﹤0.01%
695
+33
3446
$5K ﹤0.01%
462
+348
3447
$5K ﹤0.01%
156
3448
$5K ﹤0.01%
300
3449
$5K ﹤0.01%
206
+2
3450
$5K ﹤0.01%
+136
136 137
138
139 140