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
1976
$50K ﹤0.01%
4,809
1977
$50K ﹤0.01%
271
+3
1978
$50K ﹤0.01%
838
+114
1979
$50K ﹤0.01%
4,003
-1,448
1980
$50K ﹤0.01%
+1,593
1981
$50K ﹤0.01%
4,307
+77
1982
$50K ﹤0.01%
8,251
+1,005
1983
$50K ﹤0.01%
1,990
+343
1984
$50K ﹤0.01%
3,673
+1,356
1985
$50K ﹤0.01%
812
+219
1986
$50K ﹤0.01%
2,366
+2,082
1987
$50K ﹤0.01%
1,257
+491
1988
$50K ﹤0.01%
+2,312
1989
$50K ﹤0.01%
8,320
+148
1990
$49K ﹤0.01%
711
+10
1991
$49K ﹤0.01%
1,898
-13,366
1992
$49K ﹤0.01%
2,360
+2,044
1993
$49K ﹤0.01%
1,200
+403
1994
$49K ﹤0.01%
42,912
1995
$49K ﹤0.01%
1,309
1996
$49K ﹤0.01%
955
-90
1997
$49K ﹤0.01%
+2,489
1998
$49K ﹤0.01%
+2,263
1999
$49K ﹤0.01%
+2,223
2000
$49K ﹤0.01%
1,969
+490
78 79
80
81 82