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
1576
$98K ﹤0.01%
491
-3
1577
$98K ﹤0.01%
261
+8
1578
$98K ﹤0.01%
1,351
+118
1579
$98K ﹤0.01%
2,500
-107
1580
$98K ﹤0.01%
9,466
-1,623
1581
$97K ﹤0.01%
1,165
-48
1582
$97K ﹤0.01%
6,188
+62
1583
$97K ﹤0.01%
1,256
+147
1584
$97K ﹤0.01%
7,201
+761
1585
$97K ﹤0.01%
1,635
-96
1586
$97K ﹤0.01%
1,554
1587
$97K ﹤0.01%
7,511
-2,439
1588
$96K ﹤0.01%
656
+47
1589
$96K ﹤0.01%
3,517
-28
1590
$96K ﹤0.01%
2,636
+440
1591
$95K ﹤0.01%
1,641
+571
1592
$95K ﹤0.01%
827
+74
1593
$95K ﹤0.01%
3,368
-350
1594
$94K ﹤0.01%
2,361
+3
1595
$94K ﹤0.01%
2,680
1596
$94K ﹤0.01%
1,309
+121
1597
$94K ﹤0.01%
882
1598
$94K ﹤0.01%
4,759
+229
1599
$94K ﹤0.01%
1,921
1600
$94K ﹤0.01%
3,718
+3,014
62 63
64
65 66