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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
4326
– –
-4,780
4327
$0 ﹤0.01%
+100
4328
$0 ﹤0.01%
1
4329
– –
0
4330
$0 ﹤0.01%
18
+4
4331
$0 ﹤0.01%
52
4332
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-839
4333
– –
-36
4334
– –
-4,050
4335
– –
-13
4336
$0 ﹤0.01%
250
4337
– –
-16,250
4338
$0 ﹤0.01%
13
4339
$0 ﹤0.01%
10
-19
4340
$0 ﹤0.01%
+6
4341
– –
-3,000
4342
– –
-1,500
4343
– –
-100
4344
$0 ﹤0.01%
33
4345
– –
-329
4346
$0 ﹤0.01%
+6
4347
$0 ﹤0.01%
+100
4348
$0 ﹤0.01%
+25
4349
$0 ﹤0.01%
17
4350
– –
-2,000
172 173
174
175 176