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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
3901
$1K ﹤0.01%
+78
3902
$1K ﹤0.01%
1,284
-8,544
3903
$1K ﹤0.01%
+24
3904
$1K ﹤0.01%
35
-839
3905
$1K ﹤0.01%
30
-200
3906
$1K ﹤0.01%
22
3907
$1K ﹤0.01%
131
-180
3908
– –
0
3909
$1K ﹤0.01%
421
3910
$1K ﹤0.01%
31
3911
$1K ﹤0.01%
+13
3912
$1K ﹤0.01%
47
3913
$1K ﹤0.01%
25
3914
$1K ﹤0.01%
60
3915
$1K ﹤0.01%
850
3916
$1K ﹤0.01%
91
-110
3917
$1K ﹤0.01%
558
-570
3918
$1K ﹤0.01%
30
+8
3919
$1K ﹤0.01%
19
+10
3920
$1K ﹤0.01%
+200
3921
$1K ﹤0.01%
450
3922
$1K ﹤0.01%
60
+4
3923
$1K ﹤0.01%
134
3924
$1K ﹤0.01%
31
+23
3925
$1K ﹤0.01%
11
155 156
157
158 159