We are live on ! Find out more
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
3576
$3K ﹤0.01%
640
+456
3577
$3K ﹤0.01%
+188
3578
$3K ﹤0.01%
1,365
3579
$3K ﹤0.01%
169
-108
3580
$3K ﹤0.01%
411
+37
3581
$3K ﹤0.01%
190
+8
3582
$3K ﹤0.01%
677
3583
$3K ﹤0.01%
49
+18
3584
$3K ﹤0.01%
380
+1
3585
$3K ﹤0.01%
157
+25
3586
$3K ﹤0.01%
70
-15
3587
$3K ﹤0.01%
165
3588
$3K ﹤0.01%
107
+92
3589
$3K ﹤0.01%
+73
3590
$3K ﹤0.01%
131
+121
3591
$3K ﹤0.01%
87
+46
3592
$3K ﹤0.01%
+275
3593
$3K ﹤0.01%
377
3594
$3K ﹤0.01%
481
+431
3595
$3K ﹤0.01%
16
3596
$3K ﹤0.01%
73
3597
$3K ﹤0.01%
283
-1,469
3598
$3K ﹤0.01%
60
-83
3599
$3K ﹤0.01%
16
3600
$3K ﹤0.01%
+419
142 143
144
145 146