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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
3601
$3K ﹤0.01%
175
-29
3602
$3K ﹤0.01%
69
+59
3603
$3K ﹤0.01%
266
3604
$3K ﹤0.01%
+169
3605
$3K ﹤0.01%
340
3606
$3K ﹤0.01%
700
3607
$3K ﹤0.01%
754
+100
3608
$3K ﹤0.01%
404
+334
3609
$3K ﹤0.01%
76
-197
3610
$3K ﹤0.01%
+102
3611
$3K ﹤0.01%
441
+116
3612
$3K ﹤0.01%
1,783
3613
$3K ﹤0.01%
366
-282
3614
$3K ﹤0.01%
756
-159
3615
$3K ﹤0.01%
+403
3616
$3K ﹤0.01%
90
-1
3617
$3K ﹤0.01%
152
3618
$3K ﹤0.01%
142
3619
$3K ﹤0.01%
9
+5
3620
$3K ﹤0.01%
121
3621
$3K ﹤0.01%
24
3622
$3K ﹤0.01%
351
-22
3623
$3K ﹤0.01%
292
+233
3624
$3K ﹤0.01%
266
-93
3625
$3K ﹤0.01%
424
-98
143 144
145
146 147