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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
3526
$4K ﹤0.01%
97
+87
3527
$4K ﹤0.01%
134
-736
3528
$4K ﹤0.01%
85
3529
$4K ﹤0.01%
1,395
-400
3530
$4K ﹤0.01%
+433
3531
$4K ﹤0.01%
96
+75
3532
$4K ﹤0.01%
147
+4
3533
$4K ﹤0.01%
68
3534
$4K ﹤0.01%
91
-561
3535
$4K ﹤0.01%
150
+1
3536
$4K ﹤0.01%
143
+22
3537
$4K ﹤0.01%
444
+221
3538
$4K ﹤0.01%
137
-148
3539
$4K ﹤0.01%
198
+2
3540
$4K ﹤0.01%
367
+264
3541
$4K ﹤0.01%
335
3542
$4K ﹤0.01%
190
+78
3543
$4K ﹤0.01%
302
+75
3544
$4K ﹤0.01%
331
+4
3545
$4K ﹤0.01%
+137
3546
$4K ﹤0.01%
499
+152
3547
$4K ﹤0.01%
242
+227
3548
$4K ﹤0.01%
56
+13
3549
$4K ﹤0.01%
173
-12
3550
$4K ﹤0.01%
1,050
+1,022
140 141
142
143 144