Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
+$72.8M
2
+$65.5M
3
+$54.6M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$52.5M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$41.9M

Top Sells

1
+$34.4M
2
+$31.9M
3
+$29M
4
TGT icon
Target
TGT
+$24.5M
5
BEN icon
Franklin Resources
BEN
+$22.8M

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
3501
$4K ﹤0.01%
378
+96
3502
$4K ﹤0.01%
1,000
3503
$4K ﹤0.01%
81
3504
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155
3505
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95
3506
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131
+44
3507
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3508
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317
-1
3509
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3510
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+466
3511
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26
3512
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+99
3513
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99
-20
3514
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156
+108
3515
$4K ﹤0.01%
104
+7
3516
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315
-158
3517
$4K ﹤0.01%
2,192
-867
3518
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3519
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52
+9
3520
$4K ﹤0.01%
136
+127
3521
$4K ﹤0.01%
136
3522
$4K ﹤0.01%
58
-23
3523
$4K ﹤0.01%
247
3524
$4K ﹤0.01%
122
+15
3525
$4K ﹤0.01%
411
139 140
141
142 143