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
3926
$1K ﹤0.01%
16
3927
$1K ﹤0.01%
5
-1
3928
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33
-127
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3930
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3931
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63
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3932
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3935
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3936
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3937
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8,320
3938
$1K ﹤0.01%
28
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3939
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17
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3940
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3941
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+70
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3943
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81
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3944
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118
3945
$1K ﹤0.01%
14
+2
3946
$1K ﹤0.01%
+78
3947
$1K ﹤0.01%
1,284
-8,544
3948
$1K ﹤0.01%
+24
3949
$1K ﹤0.01%
35
-839
3950
$1K ﹤0.01%
30
-200
156 157
158
159 160