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
2026
$47K ﹤0.01%
1,268
+521
2027
$47K ﹤0.01%
3,823
+1,085
2028
$47K ﹤0.01%
1,327
+1,120
2029
$47K ﹤0.01%
1,964
+239
2030
$47K ﹤0.01%
+1,842
2031
$47K ﹤0.01%
2,327
2032
$47K ﹤0.01%
697
+241
2033
$47K ﹤0.01%
+1,019
2034
$47K ﹤0.01%
381
-64
2035
$47K ﹤0.01%
547
-367
2036
$47K ﹤0.01%
881
+473
2037
$47K ﹤0.01%
1,515
2038
$47K ﹤0.01%
236
+3
2039
$47K ﹤0.01%
398
+18
2040
$47K ﹤0.01%
1,871
+48
2041
$47K ﹤0.01%
+1,894
2042
$46K ﹤0.01%
490
+16
2043
$46K ﹤0.01%
817
+438
2044
$46K ﹤0.01%
3,848
2045
$46K ﹤0.01%
2,088
-46
2046
$46K ﹤0.01%
+1,669
2047
$46K ﹤0.01%
884
+34
2048
$46K ﹤0.01%
1,801
+86
2049
$46K ﹤0.01%
1,718
+153
2050
$46K ﹤0.01%
637
+62
80 81
82
83 84