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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
601
$702K 0.01%
19,811
602
$692K 0.01%
5,849
603
$691K 0.01%
89,310
604
$687K 0.01%
18,515
605
$673K 0.01%
10,144
606
$668K 0.01%
62,478
607
$660K 0.01%
12,432
608
$656K 0.01%
11,496
609
$653K 0.01%
8,107
610
$643K 0.01%
9,880
611
$640K 0.01%
3,093
612
$630K 0.01%
12,632
613
$624K 0.01%
11,672
614
$621K 0.01%
9,803
615
$620K ﹤0.01%
2,337
616
$619K ﹤0.01%
8,190
617
$615K ﹤0.01%
23,170
618
$610K ﹤0.01%
10,186
619
$610K ﹤0.01%
7,338
620
$597K ﹤0.01%
4,408
621
$594K ﹤0.01%
18,794
622
$591K ﹤0.01%
855
623
$589K ﹤0.01%
32,321
624
$588K ﹤0.01%
21,302
625
$587K ﹤0.01%
14,915
23 24
25
26 27