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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
4376
– –
-845
4377
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0
4378
– –
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4379
$0 ﹤0.01%
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-14
4380
$0 ﹤0.01%
+10
4381
$0 ﹤0.01%
96
4382
$0 ﹤0.01%
150
4383
$0 ﹤0.01%
5
4384
$0 ﹤0.01%
+13
4385
$0 ﹤0.01%
6
4386
– –
0
4387
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4388
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-127
4389
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-171
4390
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4391
$0 ﹤0.01%
+44
4392
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-450
4393
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0
4394
$0 ﹤0.01%
6
4395
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4396
$0 ﹤0.01%
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4397
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-52
4398
$0 ﹤0.01%
6
4399
$0 ﹤0.01%
10
4400
$0 ﹤0.01%
5
174 175
176
177 178