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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
3726
$2K ﹤0.01%
51
3727
$2K ﹤0.01%
157
3728
$2K ﹤0.01%
38
3729
$2K ﹤0.01%
92
3730
$2K ﹤0.01%
92
-4,221
3731
$2K ﹤0.01%
494
3732
$2K ﹤0.01%
1,350
3733
$2K ﹤0.01%
327
3734
$2K ﹤0.01%
197
+181
3735
$2K ﹤0.01%
28
3736
$2K ﹤0.01%
83
-647
3737
$2K ﹤0.01%
+198
3738
$2K ﹤0.01%
50
3739
$2K ﹤0.01%
50
3740
$2K ﹤0.01%
87
+54
3741
$2K ﹤0.01%
31
+6
3742
$2K ﹤0.01%
+50
3743
$2K ﹤0.01%
100
3744
– –
0
3745
$2K ﹤0.01%
200
3746
$2K ﹤0.01%
124
+41
3747
$2K ﹤0.01%
61
-9
3748
$2K ﹤0.01%
+500
3749
$2K ﹤0.01%
23
+16
3750
$2K ﹤0.01%
97
+88
148 149
150
151 152