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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
4026
$1K ﹤0.01%
118
4027
$1K ﹤0.01%
68
4028
$1K ﹤0.01%
102
4029
$1K ﹤0.01%
161
-79
4030
$1K ﹤0.01%
89
-2
4031
$1K ﹤0.01%
93
-220
4032
$1K ﹤0.01%
49
4033
$1K ﹤0.01%
165
4034
$1K ﹤0.01%
77
-692
4035
$1K ﹤0.01%
173
-744
4036
$1K ﹤0.01%
+15
4037
$1K ﹤0.01%
71
+56
4038
$1K ﹤0.01%
450
-67
4039
$1K ﹤0.01%
33
-96
4040
$1K ﹤0.01%
2,500
4041
$1K ﹤0.01%
34
-62
4042
$1K ﹤0.01%
7
4043
$1K ﹤0.01%
195
+108
4044
$1K ﹤0.01%
42
4045
$1K ﹤0.01%
60
+51
4046
$1K ﹤0.01%
50
4047
$1K ﹤0.01%
12
4048
$1K ﹤0.01%
+49
4049
$1K ﹤0.01%
+86
4050
$1K ﹤0.01%
+100
160 161
162
163 164