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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
3451
$5K ﹤0.01%
+200
3452
$5K ﹤0.01%
51
3453
$5K ﹤0.01%
1,000
3454
$5K ﹤0.01%
1,201
+279
3455
$5K ﹤0.01%
181
3456
$5K ﹤0.01%
500
3457
$5K ﹤0.01%
+152
3458
$5K ﹤0.01%
775
3459
$5K ﹤0.01%
556
3460
$5K ﹤0.01%
261
-10
3461
$5K ﹤0.01%
+199
3462
$5K ﹤0.01%
830
3463
$5K ﹤0.01%
1,267
+1,020
3464
$5K ﹤0.01%
57
-17
3465
$5K ﹤0.01%
191
+68
3466
$5K ﹤0.01%
66
3467
$5K ﹤0.01%
259
-1,248
3468
$5K ﹤0.01%
102
3469
$5K ﹤0.01%
384
-20
3470
$5K ﹤0.01%
128
+27
3471
$5K ﹤0.01%
170
+144
3472
$5K ﹤0.01%
+512
3473
$5K ﹤0.01%
166
3474
$5K ﹤0.01%
107
3475
$5K ﹤0.01%
168
-171
137 138
139
140 141