Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
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
4,602
New
Increased
Reduced
Closed

Top Buys

1
+$72.8M
2
+$65.5M
3
+$54.6M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$52.5M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$41.9M

Top Sells

1
+$34.4M
2
+$31.9M
3
+$29M
4
TGT icon
Target
TGT
+$24.5M
5
BEN icon
Franklin Resources
BEN
+$22.8M

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%
+273
3652
$3K ﹤0.01%
+200
3653
$3K ﹤0.01%
216
+53
3654
$3K ﹤0.01%
+305
3655
$3K ﹤0.01%
102
+19
3656
$3K ﹤0.01%
38
-91
3657
$3K ﹤0.01%
189
-21
3658
$3K ﹤0.01%
74
-33
3659
$3K ﹤0.01%
1,920
3660
$3K ﹤0.01%
217
3661
$3K ﹤0.01%
75
+19
3662
$3K ﹤0.01%
+197
3663
$3K ﹤0.01%
200
3664
$3K ﹤0.01%
213
-48
3665
$3K ﹤0.01%
236
+51
3666
$3K ﹤0.01%
194
3667
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177
3668
$3K ﹤0.01%
746
+81
3669
$3K ﹤0.01%
210
3670
$3K ﹤0.01%
500
3671
$3K ﹤0.01%
1,048
3672
$3K ﹤0.01%
+99
3673
$3K ﹤0.01%
200
3674
$3K ﹤0.01%
642
+34
3675
$3K ﹤0.01%
+144
145 146
147
148 149