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
3726
$2K ﹤0.01%
38
3727
$2K ﹤0.01%
92
3728
$2K ﹤0.01%
92
-4,221
3729
$2K ﹤0.01%
+144
3730
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55
+10
3731
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60
3732
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129
3733
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27
3734
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43
3735
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17
3736
$2K ﹤0.01%
40
3737
$2K ﹤0.01%
584
3738
$2K ﹤0.01%
4,795
-76
3739
$2K ﹤0.01%
111
3740
$2K ﹤0.01%
+750
3741
$2K ﹤0.01%
149
3742
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200
3743
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3744
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124
+41
3745
$2K ﹤0.01%
+492
3746
$2K ﹤0.01%
308
3747
$2K ﹤0.01%
58
3748
$2K ﹤0.01%
75
-16
3749
$2K ﹤0.01%
90
-290
3750
$2K ﹤0.01%
61
-9
148 149
150
151 152