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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
3751
$2K ﹤0.01%
170
+149
3752
$2K ﹤0.01%
42
+16
3753
$2K ﹤0.01%
182
3754
$2K ﹤0.01%
66
-94
3755
$2K ﹤0.01%
866
+379
3756
$2K ﹤0.01%
114
+85
3757
$2K ﹤0.01%
25
-25
3758
$2K ﹤0.01%
+500
3759
$2K ﹤0.01%
+100
3760
$2K ﹤0.01%
635
-730
3761
$2K ﹤0.01%
164
3762
$2K ﹤0.01%
+357
3763
$2K ﹤0.01%
102
+38
3764
$2K ﹤0.01%
482
+416
3765
$2K ﹤0.01%
+119
3766
$2K ﹤0.01%
48
3767
$2K ﹤0.01%
125
-76
3768
$2K ﹤0.01%
500
3769
$2K ﹤0.01%
102
3770
$2K ﹤0.01%
35
-3
3771
$2K ﹤0.01%
62
-200
3772
$2K ﹤0.01%
439
+85
3773
$2K ﹤0.01%
66
-387
3774
$2K ﹤0.01%
150
-1,000
3775
$2K ﹤0.01%
26
149 150
151
152 153