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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
4276
– –
-3,512
4277
$0 ﹤0.01%
+36
4278
$0 ﹤0.01%
37
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4279
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+181
4280
$0 ﹤0.01%
17
4281
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4282
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4283
$0 ﹤0.01%
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4284
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4285
$0 ﹤0.01%
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4286
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4287
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40
4288
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$0 ﹤0.01%
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4291
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-18,952
4292
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$0 ﹤0.01%
22
-4,200
4294
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$0 ﹤0.01%
31
4297
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4298
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-357
4299
– –
-3
4300
$0 ﹤0.01%
+10
170 171
172
173 174