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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
4226
– –
-6,826
4227
– –
-50
4228
$0 ﹤0.01%
3
-14
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$0 ﹤0.01%
31
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$0 ﹤0.01%
61
-80
4231
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-2,203
4232
$0 ﹤0.01%
6
+2
4233
$0 ﹤0.01%
8
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4234
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-200
4235
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4236
$0 ﹤0.01%
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4237
$0 ﹤0.01%
1
4238
$0 ﹤0.01%
82
-595
4239
$0 ﹤0.01%
+27
4240
– –
-2,433
4241
$0 ﹤0.01%
1
4242
$0 ﹤0.01%
+6
4243
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4244
$0 ﹤0.01%
3
4245
$0 ﹤0.01%
40
4246
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4247
$0 ﹤0.01%
100
4248
– –
0
4249
$0 ﹤0.01%
+126
4250
– –
-17
168 169
170
171 172