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
2426
$27K ﹤0.01%
332
+123
2427
$27K ﹤0.01%
2,202
+881
2428
$27K ﹤0.01%
1,421
+800
2429
$27K ﹤0.01%
1,409
-113
2430
$27K ﹤0.01%
1,032
2431
$27K ﹤0.01%
2,495
2432
$27K ﹤0.01%
747
+74
2433
$27K ﹤0.01%
524
+504
2434
$27K ﹤0.01%
449
-6
2435
$27K ﹤0.01%
319
+34
2436
$26K ﹤0.01%
2,575
+537
2437
$26K ﹤0.01%
416
-10
2438
$26K ﹤0.01%
+765
2439
$26K ﹤0.01%
1,250
+1,176
2440
$26K ﹤0.01%
1,839
+909
2441
$26K ﹤0.01%
1,135
-61
2442
$26K ﹤0.01%
1,025
+889
2443
$26K ﹤0.01%
573
2444
$26K ﹤0.01%
3,899
2445
$26K ﹤0.01%
627
2446
$26K ﹤0.01%
+461
2447
$26K ﹤0.01%
2,357
+422
2448
$26K ﹤0.01%
2,650
+589
2449
$26K ﹤0.01%
940
+334
2450
$26K ﹤0.01%
271
+62
96 97
98
99 100