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
2351
$30K ﹤0.01%
2,225
+18
2352
$30K ﹤0.01%
5,000
2353
$30K ﹤0.01%
611
+79
2354
$30K ﹤0.01%
583
+268
2355
$30K ﹤0.01%
2,100
+518
2356
$30K ﹤0.01%
1,969
+718
2357
$30K ﹤0.01%
1,638
2358
$30K ﹤0.01%
1,677
2359
$30K ﹤0.01%
1,541
+261
2360
$30K ﹤0.01%
616
-18,704
2361
$30K ﹤0.01%
1,409
+18
2362
$30K ﹤0.01%
+996
2363
$30K ﹤0.01%
954
-81
2364
$30K ﹤0.01%
4,318
+265
2365
$30K ﹤0.01%
650
+50
2366
$30K ﹤0.01%
1,828
+93
2367
$30K ﹤0.01%
88
+85
2368
$30K ﹤0.01%
506
+5
2369
$30K ﹤0.01%
680
2370
$30K ﹤0.01%
437
+70
2371
$30K ﹤0.01%
1,805
2372
$30K ﹤0.01%
410
+167
2373
$29K ﹤0.01%
267
+122
2374
$29K ﹤0.01%
133
+51
2375
$29K ﹤0.01%
833
93 94
95
96 97