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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
3851
$2K ﹤0.01%
100
3852
$2K ﹤0.01%
247
+130
3853
$2K ﹤0.01%
43
3854
$2K ﹤0.01%
36
3855
$2K ﹤0.01%
123
+75
3856
$2K ﹤0.01%
46
3857
$2K ﹤0.01%
136
-652
3858
$2K ﹤0.01%
47
-54
3859
$2K ﹤0.01%
100
3860
$2K ﹤0.01%
41
-39,412
3861
$2K ﹤0.01%
122
-139
3862
$2K ﹤0.01%
+197
3863
$2K ﹤0.01%
80
3864
$2K ﹤0.01%
200
3865
$2K ﹤0.01%
183
3866
$1K ﹤0.01%
74
-119
3867
$1K ﹤0.01%
160
3868
$1K ﹤0.01%
117
+14
3869
$1K ﹤0.01%
120
+4
3870
$1K ﹤0.01%
14
-44
3871
$1K ﹤0.01%
109
3872
$1K ﹤0.01%
325
3873
$1K ﹤0.01%
167
-96
3874
$1K ﹤0.01%
300
+100
3875
$1K ﹤0.01%
1,788
+32
153 154
155
156 157