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
1476
$120K ﹤0.01%
4,648
+270
1477
$119K ﹤0.01%
3,436
-83,044
1478
$119K ﹤0.01%
2,528
-927
1479
$119K ﹤0.01%
4,075
+129
1480
$119K ﹤0.01%
+2,379
1481
$119K ﹤0.01%
25,770
+16,049
1482
$118K ﹤0.01%
8,027
+257
1483
$118K ﹤0.01%
3,881
-707
1484
$118K ﹤0.01%
4,199
-135
1485
$118K ﹤0.01%
4,916
-261
1486
$118K ﹤0.01%
3,007
+98
1487
$118K ﹤0.01%
362
-5
1488
$118K ﹤0.01%
14,111
+2,132
1489
$117K ﹤0.01%
4,196
-487
1490
$117K ﹤0.01%
8,944
+736
1491
$117K ﹤0.01%
997
+4
1492
$117K ﹤0.01%
1,840
+483
1493
$117K ﹤0.01%
6,284
-17,367
1494
$117K ﹤0.01%
5,075
1495
$117K ﹤0.01%
1,351
-32
1496
$117K ﹤0.01%
2,923
-3,285
1497
$116K ﹤0.01%
1,249
-10
1498
$116K ﹤0.01%
2,812
-128
1499
$116K ﹤0.01%
4,660
+510
1500
$115K ﹤0.01%
24,638
+10,730
58 59
60
61 62