Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
3,010
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$4.45M
3
+$1.83M
4
DT icon
Dynatrace
DT
+$1.75M
5
PTON icon
Peloton Interactive
PTON
+$1.44M

Top Sells

1
+$1.31M
2
+$703K
3
+$411K
4
CWI icon
State Street SPDR MSCI ACWI ex-US ETF
CWI
+$48.5K
5
WKHS icon
Workhorse Group
WKHS
+$18K

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
426
$1.89M 0.02%
30,210
427
$1.88M 0.02%
39,763
428
$1.88M 0.02%
7,995
429
$1.87M 0.01%
53,786
430
$1.87M 0.01%
21,273
431
$1.87M 0.01%
47,199
432
$1.86M 0.01%
15,863
433
$1.86M 0.01%
21,513
434
$1.85M 0.01%
20,759
435
$1.85M 0.01%
42,656
436
$1.85M 0.01%
5,235
437
$1.84M 0.01%
35,418
438
$1.84M 0.01%
28,042
439
$1.84M 0.01%
18,090
440
$1.83M 0.01%
18,429
441
$1.83M 0.01%
+32,783
442
$1.83M 0.01%
4,730
443
$1.83M 0.01%
27,626
444
$1.82M 0.01%
15,589
445
$1.82M 0.01%
38,591
446
$1.81M 0.01%
32,951
447
$1.81M 0.01%
18,665
448
$1.79M 0.01%
22,890
449
$1.79M 0.01%
25,582
450
$1.78M 0.01%
22,000
16 17
18
19 20