Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
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
4,602
New
Increased
Reduced
Closed

Top Buys

1
+$72.8M
2
+$65.5M
3
+$54.6M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$52.5M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$41.9M

Top Sells

1
+$34.4M
2
+$31.9M
3
+$29M
4
TGT icon
Target
TGT
+$24.5M
5
BEN icon
Franklin Resources
BEN
+$22.8M

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
476
$2.47M 0.02%
19,567
+1,320
477
$2.45M 0.02%
+54,568
478
$2.42M 0.02%
19,746
+2,946
479
$2.42M 0.02%
7,973
+497
480
$2.38M 0.01%
47,780
-3,592
481
$2.37M 0.01%
105,506
-2,879
482
$2.35M 0.01%
69,675
+60,267
483
$2.35M 0.01%
6,817
-1,154
484
$2.35M 0.01%
35,178
-21,400
485
$2.32M 0.01%
10,677
+10,572
486
$2.32M 0.01%
29,423
-476
487
$2.31M 0.01%
152,981
-12,192
488
$2.31M 0.01%
41,728
+33,818
489
$2.29M 0.01%
30,268
+226
490
$2.27M 0.01%
45,332
+29,671
491
$2.27M 0.01%
93,938
+88,867
492
$2.26M 0.01%
46,860
+3,337
493
$2.24M 0.01%
+68,147
494
$2.23M 0.01%
28,960
+1,451
495
$2.22M 0.01%
10,705
+4,863
496
$2.2M 0.01%
10,929
+560
497
$2.2M 0.01%
69,712
+3,132
498
$2.19M 0.01%
19,324
-655
499
$2.17M 0.01%
53,356
+20,116
500
$2.17M 0.01%
16,974
-114,326
18 19
20
21 22