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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
2301
$32K ﹤0.01%
107
+5
2302
$32K ﹤0.01%
768
+6
2303
$32K ﹤0.01%
770
-92
2304
$32K ﹤0.01%
194
+37
2305
$32K ﹤0.01%
+1,592
2306
$32K ﹤0.01%
413
+121
2307
$32K ﹤0.01%
706
-160
2308
$32K ﹤0.01%
331
+124
2309
$32K ﹤0.01%
2,684
-295
2310
$32K ﹤0.01%
609
-198
2311
$32K ﹤0.01%
1,099
+122
2312
$32K ﹤0.01%
281
+63
2313
$32K ﹤0.01%
4,109
2314
$32K ﹤0.01%
635
-29
2315
$32K ﹤0.01%
1,320
2316
$32K ﹤0.01%
1,642
+20
2317
$32K ﹤0.01%
4,070
-1,692
2318
$32K ﹤0.01%
+408
2319
$32K ﹤0.01%
2,727
-63
2320
$32K ﹤0.01%
646
-146
2321
$32K ﹤0.01%
740
2322
$32K ﹤0.01%
1,288
2323
$31K ﹤0.01%
2,174
+688
2324
$31K ﹤0.01%
992
+9
2325
$31K ﹤0.01%
1,401
-7,903
91 92
93
94 95