We are live on ! Find out more
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
2451
$26K ﹤0.01%
271
+62
2452
$26K ﹤0.01%
281
+160
2453
$26K ﹤0.01%
1,009
-7
2454
$26K ﹤0.01%
1,200
+492
2455
$26K ﹤0.01%
1,995
2456
$26K ﹤0.01%
4,083
+370
2457
$26K ﹤0.01%
329
+223
2458
$26K ﹤0.01%
2,000
-1,500
2459
$26K ﹤0.01%
+765
2460
$25K ﹤0.01%
691
-489
2461
$25K ﹤0.01%
+1,500
2462
$25K ﹤0.01%
3,513
-42
2463
$25K ﹤0.01%
428
-429
2464
$25K ﹤0.01%
906
2465
$25K ﹤0.01%
1,089
+907
2466
$25K ﹤0.01%
392
+263
2467
$25K ﹤0.01%
1,891
+1,678
2468
$25K ﹤0.01%
381
-12
2469
$25K ﹤0.01%
+3,029
2470
$25K ﹤0.01%
351
+12
2471
$25K ﹤0.01%
840
-500
2472
$25K ﹤0.01%
500
2473
$25K ﹤0.01%
3,873
+1,011
2474
$25K ﹤0.01%
389
+64
2475
$25K ﹤0.01%
514
-427
97 98
99
100 101