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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
3676
$3K ﹤0.01%
333
3677
$3K ﹤0.01%
92
3678
$3K ﹤0.01%
345
+72
3679
$3K ﹤0.01%
43
+1
3680
$3K ﹤0.01%
59
-269
3681
$3K ﹤0.01%
37
+2
3682
$3K ﹤0.01%
39
+5
3683
$3K ﹤0.01%
+658
3684
$3K ﹤0.01%
960
-138
3685
$3K ﹤0.01%
266
+168
3686
$3K ﹤0.01%
+81
3687
$3K ﹤0.01%
185
-40
3688
$3K ﹤0.01%
116
3689
$3K ﹤0.01%
+100
3690
$3K ﹤0.01%
105
+26
3691
$3K ﹤0.01%
411
-25
3692
$3K ﹤0.01%
74
-131
3693
$3K ﹤0.01%
342
3694
$3K ﹤0.01%
77
+27
3695
$3K ﹤0.01%
115
+100
3696
$3K ﹤0.01%
55
3697
$3K ﹤0.01%
+273
3698
$3K ﹤0.01%
+4
3699
$3K ﹤0.01%
216
+53
3700
$3K ﹤0.01%
+305
146 147
148
149 150