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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
$12.5B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,030
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$1.28M
3
+$798K
4
DT icon
Dynatrace
DT
+$679K
5
USEP icon
Innovator US Equity Ultra Buffer ETF September
USEP
+$627K

Top Sells

1
+$1.02M
2
+$676K
3
+$376K
4
CWI icon
State Street SPDR MSCI ACWI ex-US ETF
CWI
+$38.3K
5
BP icon
BP
BP
+$23.9K

Sector Composition

1 Technology 6.39%
2 Healthcare 4.97%
3 Financials 3.57%
4 Industrials 2.73%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
$2K ﹤0.01%
576
2527
$2K ﹤0.01%
12
2528
$2K ﹤0.01%
71
2529
$2K ﹤0.01%
54
2530
$2K ﹤0.01%
40
2531
$2K ﹤0.01%
66
2532
$2K ﹤0.01%
25
2533
$2K ﹤0.01%
20
2534
$2K ﹤0.01%
134
2535
$2K ﹤0.01%
43
2536
$2K ﹤0.01%
30
2537
$2K ﹤0.01%
342
2538
$2K ﹤0.01%
127
2539
$2K ﹤0.01%
35
2540
$2K ﹤0.01%
111
2541
$2K ﹤0.01%
34
2542
$2K ﹤0.01%
7
2543
$2K ﹤0.01%
63
2544
$2K ﹤0.01%
100
2545
$2K ﹤0.01%
438
2546
$2K ﹤0.01%
384
2547
$2K ﹤0.01%
32
2548
$2K ﹤0.01%
78
2549
$2K ﹤0.01%
21
2550
$2K ﹤0.01%
312
100 101
102
103 104