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
1626
$89K ﹤0.01%
2,212
+575
1627
$88K ﹤0.01%
5,769
-370
1628
$88K ﹤0.01%
+3,200
1629
$88K ﹤0.01%
4,955
+4,090
1630
$88K ﹤0.01%
481
+15
1631
$88K ﹤0.01%
848
+162
1632
$88K ﹤0.01%
856
+239
1633
$88K ﹤0.01%
1,186
+121
1634
$88K ﹤0.01%
1,038
+36
1635
$88K ﹤0.01%
1,377
+967
1636
$88K ﹤0.01%
1,504
+1,160
1637
$88K ﹤0.01%
308
+29
1638
$87K ﹤0.01%
764
+379
1639
$87K ﹤0.01%
1,462
1640
$87K ﹤0.01%
2,593
+970
1641
$86K ﹤0.01%
2,004
+844
1642
$86K ﹤0.01%
1,114
-569
1643
$86K ﹤0.01%
767
-125
1644
$86K ﹤0.01%
2,088
+1,375
1645
$86K ﹤0.01%
9,297
+1,409
1646
$85K ﹤0.01%
2,025
+429
1647
$85K ﹤0.01%
1,845
+6
1648
$85K ﹤0.01%
16,409
+981
1649
$85K ﹤0.01%
1,641
+609
1650
$85K ﹤0.01%
6,061
+190
64 65
66
67 68