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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
3476
$5K ﹤0.01%
125
-78
3477
$5K ﹤0.01%
432
3478
$5K ﹤0.01%
360
+115
3479
$5K ﹤0.01%
+551
3480
$4K ﹤0.01%
1,067
+67
3481
$4K ﹤0.01%
89
+56
3482
$4K ﹤0.01%
2,021
+571
3483
$4K ﹤0.01%
72
+46
3484
$4K ﹤0.01%
509
+356
3485
$4K ﹤0.01%
83
+79
3486
$4K ﹤0.01%
112
3487
$4K ﹤0.01%
81
3488
$4K ﹤0.01%
155
3489
$4K ﹤0.01%
95
3490
$4K ﹤0.01%
131
+44
3491
$4K ﹤0.01%
161
3492
$4K ﹤0.01%
317
-1
3493
$4K ﹤0.01%
164
3494
$4K ﹤0.01%
+466
3495
$4K ﹤0.01%
26
3496
$4K ﹤0.01%
+99
3497
$4K ﹤0.01%
99
-20
3498
$4K ﹤0.01%
156
+108
3499
$4K ﹤0.01%
104
+7
3500
$4K ﹤0.01%
315
-158
138 139
140
141 142