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
3751
$2K ﹤0.01%
+500
3752
$2K ﹤0.01%
23
+16
3753
$2K ﹤0.01%
97
+88
3754
$2K ﹤0.01%
170
+149
3755
$2K ﹤0.01%
42
+16
3756
$2K ﹤0.01%
182
3757
$2K ﹤0.01%
66
-94
3758
$2K ﹤0.01%
866
+379
3759
$2K ﹤0.01%
114
+85
3760
$2K ﹤0.01%
25
-25
3761
$2K ﹤0.01%
+500
3762
$2K ﹤0.01%
+100
3763
$2K ﹤0.01%
635
-730
3764
$2K ﹤0.01%
164
3765
$2K ﹤0.01%
+357
3766
$2K ﹤0.01%
183
3767
$2K ﹤0.01%
53
-424
3768
$2K ﹤0.01%
102
+38
3769
$2K ﹤0.01%
482
+416
3770
$2K ﹤0.01%
+119
3771
$2K ﹤0.01%
48
3772
$2K ﹤0.01%
59
+6
3773
$2K ﹤0.01%
184
+82
3774
$2K ﹤0.01%
707
-2,423
3775
$2K ﹤0.01%
125
-76
149 150
151
152 153