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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
3626
$3K ﹤0.01%
+350
3627
$3K ﹤0.01%
+124
3628
$3K ﹤0.01%
450
+50
3629
$3K ﹤0.01%
240
3630
$3K ﹤0.01%
315
3631
$3K ﹤0.01%
74
3632
$3K ﹤0.01%
101
3633
$3K ﹤0.01%
140
-38
3634
$3K ﹤0.01%
332
+125
3635
$3K ﹤0.01%
70
3636
$3K ﹤0.01%
239
+89
3637
$3K ﹤0.01%
42
-10
3638
$3K ﹤0.01%
140
-1,762
3639
$3K ﹤0.01%
90
-39
3640
$3K ﹤0.01%
191
3641
$3K ﹤0.01%
133
3642
$3K ﹤0.01%
719
-44
3643
$3K ﹤0.01%
159
3644
$3K ﹤0.01%
85
3645
$3K ﹤0.01%
223
+47
3646
$3K ﹤0.01%
87
-331
3647
$3K ﹤0.01%
217
3648
$3K ﹤0.01%
88
3649
$3K ﹤0.01%
200
3650
$3K ﹤0.01%
53
+44
144 145
146
147 148