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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
3801
$2K ﹤0.01%
+85
3802
$2K ﹤0.01%
45
3803
$2K ﹤0.01%
400
3804
$2K ﹤0.01%
90
3805
$2K ﹤0.01%
34
-2
3806
$2K ﹤0.01%
+36
3807
$2K ﹤0.01%
+126
3808
$2K ﹤0.01%
199
-600
3809
$2K ﹤0.01%
64
+16
3810
$2K ﹤0.01%
120
+35
3811
$2K ﹤0.01%
50
3812
$2K ﹤0.01%
624
-79
3813
$2K ﹤0.01%
472
-27
3814
$2K ﹤0.01%
301
+116
3815
$2K ﹤0.01%
+208
3816
$2K ﹤0.01%
100
3817
$2K ﹤0.01%
72
3818
$2K ﹤0.01%
25
-258
3819
$2K ﹤0.01%
1
3820
$2K ﹤0.01%
84
-65
3821
$2K ﹤0.01%
95
3822
$2K ﹤0.01%
40
3823
$2K ﹤0.01%
132
3824
$2K ﹤0.01%
21
-10
3825
$2K ﹤0.01%
+144
151 152
153
154 155