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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
4201
$0 ﹤0.01%
9
4202
$0 ﹤0.01%
+1
4203
$0 ﹤0.01%
55
-88
4204
$0 ﹤0.01%
500
4205
– –
-1,200
4206
$0 ﹤0.01%
26
-83
4207
– –
0
4208
$0 ﹤0.01%
86
4209
– –
-2
4210
$0 ﹤0.01%
499
4211
$0 ﹤0.01%
67
4212
$0 ﹤0.01%
152
-33,668
4213
– –
-891
4214
– –
-305
4215
– –
-1,529
4216
– –
-200
4217
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-2,303
4218
– –
-8,735
4219
– –
-48
4220
$0 ﹤0.01%
133
-1
4221
– –
-3,927
4222
– –
-229
4223
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-259
4224
– –
-160
4225
– –
-100
167 168
169
170 171