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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
3926
$1K ﹤0.01%
+39
3927
$1K ﹤0.01%
104
-1,896
3928
$1K ﹤0.01%
84
3929
$1K ﹤0.01%
200
3930
$1K ﹤0.01%
35
-47
3931
$1K ﹤0.01%
+36
3932
$1K ﹤0.01%
31
3933
$1K ﹤0.01%
100
3934
$1K ﹤0.01%
+11
3935
$1K ﹤0.01%
407
3936
$1K ﹤0.01%
30
+3
3937
$1K ﹤0.01%
154
+55
3938
$1K ﹤0.01%
27
3939
$1K ﹤0.01%
12
+5
3940
$1K ﹤0.01%
47
+15
3941
$1K ﹤0.01%
72
-941
3942
$1K ﹤0.01%
56
-124
3943
$1K ﹤0.01%
212
-725
3944
$1K ﹤0.01%
9
+2
3945
$1K ﹤0.01%
+105
3946
$1K ﹤0.01%
56
+10
3947
$1K ﹤0.01%
29
3948
$1K ﹤0.01%
92
+48
3949
$1K ﹤0.01%
9
3950
$1K ﹤0.01%
64
-500
156 157
158
159 160