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
1926
$54K ﹤0.01%
689
-59
1927
$54K ﹤0.01%
3,822
+15
1928
$53K ﹤0.01%
2,207
-158
1929
$53K ﹤0.01%
9,670
+60
1930
$53K ﹤0.01%
659
+348
1931
$53K ﹤0.01%
1,260
+850
1932
$53K ﹤0.01%
3,685
+392
1933
$53K ﹤0.01%
1,652
+402
1934
$53K ﹤0.01%
2,842
+936
1935
$53K ﹤0.01%
379
+81
1936
$53K ﹤0.01%
1,746
-177
1937
$53K ﹤0.01%
5,269
+284
1938
$53K ﹤0.01%
4,588
1939
$53K ﹤0.01%
302
+9
1940
$53K ﹤0.01%
712
+61
1941
$53K ﹤0.01%
921
1942
$53K ﹤0.01%
1,600
-149
1943
$53K ﹤0.01%
15,674
+964
1944
$53K ﹤0.01%
1,202
+78
1945
$53K ﹤0.01%
847
1946
$53K ﹤0.01%
4,340
-2,826
1947
$52K ﹤0.01%
411
1948
$52K ﹤0.01%
3,457
1949
$52K ﹤0.01%
580
+177
1950
$52K ﹤0.01%
1,134
-69
76 77
78
79 80