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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
4051
$1K ﹤0.01%
89
-65
4052
$1K ﹤0.01%
+33
4053
$1K ﹤0.01%
13
4054
$1K ﹤0.01%
101
+100
4055
$1K ﹤0.01%
139
-504
4056
$1K ﹤0.01%
90
+10
4057
$1K ﹤0.01%
9
4058
$1K ﹤0.01%
51
4059
$1K ﹤0.01%
+230
4060
$1K ﹤0.01%
87
-198
4061
$1K ﹤0.01%
+84
4062
$1K ﹤0.01%
3
4063
$1K ﹤0.01%
23
-11
4064
$1K ﹤0.01%
12
+10
4065
$1K ﹤0.01%
181
+87
4066
$1K ﹤0.01%
+67
4067
$1K ﹤0.01%
22
-81
4068
$1K ﹤0.01%
+3
4069
$1K ﹤0.01%
30
+5
4070
– –
0
4071
$1K ﹤0.01%
+239
4072
$1K ﹤0.01%
192
4073
$1K ﹤0.01%
1,000
4074
$1K ﹤0.01%
36
-78
4075
$1K ﹤0.01%
+336
161 162
163
164 165