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
1851
$60K ﹤0.01%
2,235
+1,050
1852
$60K ﹤0.01%
3,538
1853
$60K ﹤0.01%
1,133
+77
1854
$60K ﹤0.01%
197
-29
1855
$60K ﹤0.01%
3,046
+210
1856
$60K ﹤0.01%
3,707
-6
1857
$60K ﹤0.01%
591
+103
1858
$60K ﹤0.01%
+855
1859
$60K ﹤0.01%
2,298
+260
1860
$60K ﹤0.01%
4,163
+556
1861
$59K ﹤0.01%
399
+32
1862
$59K ﹤0.01%
4,807
+244
1863
$59K ﹤0.01%
1,528
-3,091
1864
$59K ﹤0.01%
1,528
+94
1865
$58K ﹤0.01%
1,008
+204
1866
$58K ﹤0.01%
683
+207
1867
$58K ﹤0.01%
918
-31
1868
$58K ﹤0.01%
7,413
1869
$58K ﹤0.01%
2,357
+513
1870
$58K ﹤0.01%
2,141
-507
1871
$58K ﹤0.01%
3,200
-15
1872
$58K ﹤0.01%
1,280
+377
1873
$58K ﹤0.01%
1,454
+31
1874
$58K ﹤0.01%
4,578
1875
$58K ﹤0.01%
319
-6
73 74
75
76 77