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
2376
$29K ﹤0.01%
4,473
+1,823
2377
$29K ﹤0.01%
665
+487
2378
$29K ﹤0.01%
4,671
+261
2379
$29K ﹤0.01%
2,107
-2,696
2380
$29K ﹤0.01%
1,402
-340
2381
$29K ﹤0.01%
13,042
-1,133
2382
$29K ﹤0.01%
3,416
+28
2383
$29K ﹤0.01%
230
+94
2384
$29K ﹤0.01%
1,395
-214
2385
$29K ﹤0.01%
277
+80
2386
$29K ﹤0.01%
857
2387
$29K ﹤0.01%
785
-13
2388
$29K ﹤0.01%
1,434
-173
2389
$29K ﹤0.01%
700
-106
2390
$29K ﹤0.01%
757
-14
2391
$29K ﹤0.01%
44
-85
2392
$29K ﹤0.01%
550
2393
$29K ﹤0.01%
2,554
+341
2394
$29K ﹤0.01%
511
2395
$29K ﹤0.01%
1,581
+60
2396
$28K ﹤0.01%
406
+127
2397
$28K ﹤0.01%
211
2398
$28K ﹤0.01%
864
+4
2399
$28K ﹤0.01%
6,809
-326
2400
$28K ﹤0.01%
245
94 95
96
97 98