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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
4101
$1K ﹤0.01%
20
-190
4102
$1K ﹤0.01%
14
4103
$1K ﹤0.01%
29
-466
4104
$1K ﹤0.01%
57
+29
4105
$1K ﹤0.01%
+190
4106
$1K ﹤0.01%
65
+41
4107
$1K ﹤0.01%
256
4108
$1K ﹤0.01%
31
4109
$1K ﹤0.01%
7
-269
4110
$1K ﹤0.01%
40
4111
$1K ﹤0.01%
34
4112
$1K ﹤0.01%
36
-136
4113
$1K ﹤0.01%
44
-2
4114
– –
-1,500
4115
$0 ﹤0.01%
+18
4116
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0
4117
$0 ﹤0.01%
+7
4118
$0 ﹤0.01%
3
4119
$0 ﹤0.01%
+92
4120
– –
-299
4121
$0 ﹤0.01%
39
+33
4122
– –
-3
4123
– –
-200
4124
$0 ﹤0.01%
+48
4125
$0 ﹤0.01%
10
163 164
165
166 167