We are live on ! Find out more
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
4151
– –
-1
4152
– –
-6
4153
$0 ﹤0.01%
8
4154
– –
-88
4155
– –
-36
4156
– –
-14
4157
– –
-1
4158
– –
-192
4159
$0 ﹤0.01%
80
4160
– –
-14
4161
$0 ﹤0.01%
11
-83
4162
$0 ﹤0.01%
68
+2
4163
$0 ﹤0.01%
33
-45
4164
– –
-6
4165
$0 ﹤0.01%
100
4166
$0 ﹤0.01%
67
4167
$0 ﹤0.01%
12
4168
$0 ﹤0.01%
+56
4169
$0 ﹤0.01%
2
4170
$0 ﹤0.01%
2
4171
– –
-3
4172
– –
-290
4173
– –
-3,321
4174
– –
-89
4175
– –
-478
165 166
167
168 169