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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
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
4,601
New
Increased
Reduced
Closed

Top Buys

1
+$73M
2
+$62.1M
3
+$55M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$50.2M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$39.9M

Top Sells

1
+$32.7M
2
+$31.1M
3
+$28.6M
4
TGT icon
Target
TGT
+$27.6M
5
BEN icon
Franklin Resources
BEN
+$22M

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
2151
$39K ﹤0.01%
1,074
2152
$39K ﹤0.01%
360
+54
2153
$39K ﹤0.01%
4,112
-650
2154
$39K ﹤0.01%
199
-94
2155
$39K ﹤0.01%
1,119
+866
2156
$39K ﹤0.01%
1,049
+13
2157
$39K ﹤0.01%
198
-8
2158
$39K ﹤0.01%
519
-57
2159
$39K ﹤0.01%
628
+50
2160
$39K ﹤0.01%
1,467
+9
2161
$39K ﹤0.01%
2,270
+342
2162
$39K ﹤0.01%
584
2163
$39K ﹤0.01%
345
-198
2164
$39K ﹤0.01%
1,705
+469
2165
$39K ﹤0.01%
1,100
+795
2166
$39K ﹤0.01%
348
+20
2167
$38K ﹤0.01%
+1,211
2168
$38K ﹤0.01%
426
-1
2169
$38K ﹤0.01%
2,087
-2
2170
$38K ﹤0.01%
2,000
2171
$38K ﹤0.01%
488
2172
$38K ﹤0.01%
1,130
+155
2173
$38K ﹤0.01%
1,107
+891
2174
$38K ﹤0.01%
1,045
-18
2175
$38K ﹤0.01%
450
+19
85 86
87
88 89