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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
3951
$1K ﹤0.01%
47
+16
3952
$1K ﹤0.01%
+59
3953
$1K ﹤0.01%
50
3954
$1K ﹤0.01%
28
-443
3955
$1K ﹤0.01%
+100
3956
$1K ﹤0.01%
120
3957
$1K ﹤0.01%
261
-508
3958
$1K ﹤0.01%
750
3959
$1K ﹤0.01%
14
3960
$1K ﹤0.01%
25
3961
$1K ﹤0.01%
28
+3
3962
$1K ﹤0.01%
75
3963
– –
0
3964
$1K ﹤0.01%
35
3965
$1K ﹤0.01%
230
-62
3966
$1K ﹤0.01%
42
-1
3967
$1K ﹤0.01%
66
3968
$1K ﹤0.01%
8,320
3969
$1K ﹤0.01%
52
-106
3970
$1K ﹤0.01%
41
3971
$1K ﹤0.01%
20
3972
$1K ﹤0.01%
427
3973
$1K ﹤0.01%
+80
3974
$1K ﹤0.01%
76
-20
3975
$1K ﹤0.01%
19
157 158
159
160 161