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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
3551
$4K ﹤0.01%
127
-37
3552
$4K ﹤0.01%
36
3553
$4K ﹤0.01%
+271
3554
$4K ﹤0.01%
1,321
-696
3555
$4K ﹤0.01%
69
-10
3556
$4K ﹤0.01%
252
-12
3557
$4K ﹤0.01%
130
3558
$4K ﹤0.01%
157
+1
3559
$4K ﹤0.01%
156
-101
3560
$4K ﹤0.01%
203
+195
3561
$4K ﹤0.01%
439
+133
3562
$4K ﹤0.01%
42
3563
$4K ﹤0.01%
111
+4
3564
$4K ﹤0.01%
313
+19
3565
$4K ﹤0.01%
74
+47
3566
$4K ﹤0.01%
378
+96
3567
$4K ﹤0.01%
1,000
3568
$4K ﹤0.01%
2,446
+46
3569
$4K ﹤0.01%
+1
3570
$4K ﹤0.01%
38
-1
3571
$4K ﹤0.01%
304
+21
3572
$4K ﹤0.01%
1,500
3573
$4K ﹤0.01%
140
+34
3574
$4K ﹤0.01%
525
-12
3575
$3K ﹤0.01%
83
-82
141 142
143
144 145