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
3826
$2K ﹤0.01%
120
+35
3827
$2K ﹤0.01%
50
3828
$2K ﹤0.01%
624
-79
3829
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472
-27
3830
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327
3831
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197
+181
3832
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28
3833
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83
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3834
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3835
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40
3836
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120
+80
3837
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301
+116
3838
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+208
3839
$2K ﹤0.01%
100
3840
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72
3841
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25
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3842
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-5
3843
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84
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3844
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3845
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40
3846
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132
3847
$2K ﹤0.01%
21
-10
3848
$2K ﹤0.01%
+198
3849
$2K ﹤0.01%
50
3850
$2K ﹤0.01%
50
152 153
154
155 156