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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
3501
$4K ﹤0.01%
2,192
-867
3502
$4K ﹤0.01%
199
3503
$4K ﹤0.01%
52
+9
3504
$4K ﹤0.01%
136
+127
3505
$4K ﹤0.01%
136
3506
$4K ﹤0.01%
58
-23
3507
$4K ﹤0.01%
247
3508
$4K ﹤0.01%
122
+15
3509
$4K ﹤0.01%
411
3510
$4K ﹤0.01%
164
+5
3511
$4K ﹤0.01%
612
-995
3512
$4K ﹤0.01%
254
3513
$4K ﹤0.01%
339
-93
3514
$4K ﹤0.01%
185
-453
3515
$4K ﹤0.01%
9
3516
$4K ﹤0.01%
162
+7
3517
$4K ﹤0.01%
+152
3518
$4K ﹤0.01%
7,340
3519
$4K ﹤0.01%
670
3520
$4K ﹤0.01%
254
+219
3521
$4K ﹤0.01%
165
-44
3522
$4K ﹤0.01%
+245
3523
$4K ﹤0.01%
105
3524
$4K ﹤0.01%
628
-91
3525
$4K ﹤0.01%
256
-109
139 140
141
142 143