Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Davis Select US Equity ETF DUSA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DUSA Stock Details DUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$95K Sell
2,044
-8,328
-80% -$387K ﹤0.01% 2772
2025
Q1 		$439K Buy
+10,372
New +$439K ﹤0.01% 1500