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
551
$1.72M 0.01%
88,312
+3,394
552
$1.71M 0.01%
51,650
+2,071
553
$1.7M 0.01%
27,945
-1,027
554
$1.7M 0.01%
24,338
+2,203
555
$1.7M 0.01%
23,409
+4,055
556
$1.67M 0.01%
22,173
-13,207
557
$1.66M 0.01%
8,616
+1,173
558
$1.65M 0.01%
32,614
+30,033
559
$1.65M 0.01%
10,243
+1,469
560
$1.64M 0.01%
20,782
-1,118
561
$1.64M 0.01%
37,622
+54
562
$1.64M 0.01%
8,445
-19,625
563
$1.63M 0.01%
3,745
-167
564
$1.63M 0.01%
26,219
+1,389
565
$1.63M 0.01%
35,377
+7,357
566
$1.63M 0.01%
7,360
+1,068
567
$1.63M 0.01%
26,583
+19,718
568
$1.62M 0.01%
25,405
+2,448
569
$1.61M 0.01%
4,569
+341
570
$1.6M 0.01%
20,304
-2,284
571
$1.59M 0.01%
3,157
+60
572
$1.58M 0.01%
33,638
+1,783
573
$1.57M 0.01%
12,499
+1,237
574
$1.57M 0.01%
14,024
+677
575
$1.57M 0.01%
29,433
-3,944
21 22
23
24 25