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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
3976
$1K ﹤0.01%
43
+37
3977
$1K ﹤0.01%
711
3978
$1K ﹤0.01%
275
-158
3979
$1K ﹤0.01%
+53
3980
$1K ﹤0.01%
+500
3981
$1K ﹤0.01%
+172
3982
$1K ﹤0.01%
110
+25
3983
$1K ﹤0.01%
145
-6
3984
$1K ﹤0.01%
48
3985
$1K ﹤0.01%
65
3986
$1K ﹤0.01%
125
-63
3987
$1K ﹤0.01%
59
3988
$1K ﹤0.01%
+20
3989
$1K ﹤0.01%
71
-9
3990
$1K ﹤0.01%
238
3991
$1K ﹤0.01%
88
-39
3992
$1K ﹤0.01%
100
3993
$1K ﹤0.01%
50
3994
$1K ﹤0.01%
132
3995
$1K ﹤0.01%
89
3996
$1K ﹤0.01%
155
+55
3997
$1K ﹤0.01%
66
-42
3998
$1K ﹤0.01%
+46
3999
$1K ﹤0.01%
69
-78
4000
$1K ﹤0.01%
141
+126
158 159
160
161 162