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
1901
$55K ﹤0.01%
2,045
+539
1902
$55K ﹤0.01%
1,208
+4
1903
$55K ﹤0.01%
637
-501
1904
$55K ﹤0.01%
550
+121
1905
$55K ﹤0.01%
530
-232
1906
$55K ﹤0.01%
4,682
-1,427
1907
$55K ﹤0.01%
604
+85
1908
$55K ﹤0.01%
126
-288
1909
$55K ﹤0.01%
451
+8
1910
$55K ﹤0.01%
2,221
+135
1911
$55K ﹤0.01%
965
+930
1912
$54K ﹤0.01%
1,596
+359
1913
$54K ﹤0.01%
716
+9
1914
$54K ﹤0.01%
2,115
+22
1915
$54K ﹤0.01%
997
+54
1916
$54K ﹤0.01%
+607
1917
$54K ﹤0.01%
525
-3
1918
$54K ﹤0.01%
6,043
+59
1919
$54K ﹤0.01%
2,391
1920
$54K ﹤0.01%
11,013
+329
1921
$54K ﹤0.01%
762
-106
1922
$54K ﹤0.01%
1,768
+1,643
1923
$54K ﹤0.01%
945
-469
1924
$54K ﹤0.01%
384
+62
1925
$54K ﹤0.01%
689
+177
75 76
77
78 79