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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
3701
$3K ﹤0.01%
102
+19
3702
$3K ﹤0.01%
38
-91
3703
$3K ﹤0.01%
189
-21
3704
$3K ﹤0.01%
74
-33
3705
$3K ﹤0.01%
1,920
3706
$3K ﹤0.01%
75
+19
3707
$3K ﹤0.01%
+197
3708
$3K ﹤0.01%
200
3709
$3K ﹤0.01%
213
-48
3710
$3K ﹤0.01%
236
+51
3711
$3K ﹤0.01%
194
3712
$3K ﹤0.01%
177
3713
$3K ﹤0.01%
746
+81
3714
$3K ﹤0.01%
210
3715
$3K ﹤0.01%
500
3716
$3K ﹤0.01%
1,048
3717
$3K ﹤0.01%
+99
3718
$3K ﹤0.01%
200
3719
$3K ﹤0.01%
642
+34
3720
$3K ﹤0.01%
+144
3721
$3K ﹤0.01%
230
+28
3722
$3K ﹤0.01%
47
+35
3723
$2K ﹤0.01%
10
3724
$2K ﹤0.01%
120
+80
3725
$2K ﹤0.01%
46
-40
147 148
149
150 151