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
1551
$103K ﹤0.01%
1,183
+218
1552
$102K ﹤0.01%
2,654
+573
1553
$102K ﹤0.01%
4,708
+456
1554
$101K ﹤0.01%
3,022
1555
$101K ﹤0.01%
5,387
+567
1556
$101K ﹤0.01%
12,421
1557
$101K ﹤0.01%
2,634
+577
1558
$101K ﹤0.01%
545
1559
$101K ﹤0.01%
6,481
-16,198
1560
$101K ﹤0.01%
1,010
+180
1561
$101K ﹤0.01%
1,416
1562
$100K ﹤0.01%
9,104
-294,566
1563
$100K ﹤0.01%
3,958
+614
1564
$100K ﹤0.01%
971
+821
1565
$100K ﹤0.01%
722
-16
1566
$100K ﹤0.01%
+4,390
1567
$100K ﹤0.01%
1,730
-130
1568
$100K ﹤0.01%
1,351
+232
1569
$99K ﹤0.01%
1,151
+102
1570
$99K ﹤0.01%
2,306
+1,131
1571
$99K ﹤0.01%
914
+94
1572
$99K ﹤0.01%
3,632
+2,032
1573
$99K ﹤0.01%
2,123
1574
$99K ﹤0.01%
1,322
-172
1575
$98K ﹤0.01%
2,556
-730
61 62
63
64 65