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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
2676
$1K ﹤0.01%
3
2677
$1K ﹤0.01%
18
2678
$1K ﹤0.01%
16
2679
$1K ﹤0.01%
23
2680
$1K ﹤0.01%
10
2681
$1K ﹤0.01%
227
2682
$1K ﹤0.01%
34
2683
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2685
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2686
0
2687
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2689
$1K ﹤0.01%
1
2690
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2691
$1K ﹤0.01%
8
2692
$1K ﹤0.01%
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2693
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2694
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0
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2697
$1K ﹤0.01%
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2698
$1K ﹤0.01%
150
2699
$1K ﹤0.01%
103
2700
$1K ﹤0.01%
218