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
3776
$2K ﹤0.01%
+458
3777
$2K ﹤0.01%
500
3778
$2K ﹤0.01%
102
3779
$2K ﹤0.01%
35
-3
3780
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62
-200
3781
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439
+85
3782
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66
-387
3783
$2K ﹤0.01%
150
-1,000
3784
$2K ﹤0.01%
26
3785
$2K ﹤0.01%
122
-48
3786
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60
3787
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142
-20
3788
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+58
3789
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43
3790
$2K ﹤0.01%
36
3791
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123
+75
3792
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46
3793
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136
-652
3794
$2K ﹤0.01%
47
-54
3795
$2K ﹤0.01%
120
3796
$2K ﹤0.01%
+190
3797
$2K ﹤0.01%
209
+113
3798
$2K ﹤0.01%
300
-2,000
3799
$2K ﹤0.01%
74
-12
3800
$2K ﹤0.01%
200
150 151
152
153 154