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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
3876
$1K ﹤0.01%
50
-50
3877
$1K ﹤0.01%
8
-4
3878
$1K ﹤0.01%
24
-11
3879
$1K ﹤0.01%
+27
3880
$1K ﹤0.01%
+84
3881
$1K ﹤0.01%
+172
3882
$1K ﹤0.01%
338
3883
$1K ﹤0.01%
79
-382
3884
$1K ﹤0.01%
67
+41
3885
$1K ﹤0.01%
160
3886
$1K ﹤0.01%
100
3887
$1K ﹤0.01%
756
-15,658
3888
$1K ﹤0.01%
414
-20
3889
$1K ﹤0.01%
124
-445
3890
$1K ﹤0.01%
8
3891
$1K ﹤0.01%
25
-25
3892
$1K ﹤0.01%
15
-295
3893
$1K ﹤0.01%
29
3894
$1K ﹤0.01%
+475
3895
$1K ﹤0.01%
81
3896
$1K ﹤0.01%
+500
3897
$1K ﹤0.01%
203
-1,936
3898
$1K ﹤0.01%
16
3899
$1K ﹤0.01%
5
-1
3900
$1K ﹤0.01%
14
+2
154 155
156
157 158