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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
3826
$2K ﹤0.01%
55
+10
3827
$2K ﹤0.01%
60
3828
$2K ﹤0.01%
129
3829
$2K ﹤0.01%
27
3830
$2K ﹤0.01%
43
3831
$2K ﹤0.01%
17
3832
$2K ﹤0.01%
40
3833
$2K ﹤0.01%
584
3834
$2K ﹤0.01%
4,795
-76
3835
$2K ﹤0.01%
111
3836
$2K ﹤0.01%
+750
3837
$2K ﹤0.01%
149
3838
$2K ﹤0.01%
200
3839
$2K ﹤0.01%
+164
3840
$2K ﹤0.01%
308
3841
$2K ﹤0.01%
58
3842
$2K ﹤0.01%
75
-16
3843
$2K ﹤0.01%
90
-290
3844
$2K ﹤0.01%
183
3845
$2K ﹤0.01%
53
-424
3846
$2K ﹤0.01%
59
+6
3847
$2K ﹤0.01%
184
+82
3848
$2K ﹤0.01%
707
-2,423
3849
$2K ﹤0.01%
+458
3850
$2K ﹤0.01%
394
+170
152 153
154
155 156