Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
3651
$3K ﹤0.01%
121
3652
$3K ﹤0.01%
24
3653
$3K ﹤0.01%
351
-22
3654
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292
+233
3655
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266
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3656
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424
-98
3657
$3K ﹤0.01%
+350
3658
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+124
3659
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450
+50
3660
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240
3661
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3662
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3663
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3664
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140
-38
3665
$3K ﹤0.01%
332
+125
3666
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3667
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115
+100
3668
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239
+89
3669
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377
3670
$3K ﹤0.01%
140
-1,762
3671
$3K ﹤0.01%
90
-39
3672
$3K ﹤0.01%
191
3673
$3K ﹤0.01%
133
3674
$3K ﹤0.01%
719
-44
3675
$3K ﹤0.01%
85
145 146
147
148 149