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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
676
$432K ﹤0.01%
2,349
677
$422K ﹤0.01%
13,014
678
$422K ﹤0.01%
4,971
679
$412K ﹤0.01%
1,172
680
$411K ﹤0.01%
1,183
681
$411K ﹤0.01%
13,211
-13,211
682
$407K ﹤0.01%
4,767
683
$404K ﹤0.01%
825
684
$403K ﹤0.01%
4,690
685
$402K ﹤0.01%
3,975
686
$402K ﹤0.01%
5,419
687
$401K ﹤0.01%
6,320
688
$399K ﹤0.01%
138
689
$398K ﹤0.01%
14,046
690
$398K ﹤0.01%
6,570
691
$396K ﹤0.01%
1,244
692
$395K ﹤0.01%
2,708
693
$393K ﹤0.01%
4,228
694
$392K ﹤0.01%
13,390
695
$390K ﹤0.01%
1,666
696
$385K ﹤0.01%
14,414
697
$383K ﹤0.01%
2,950
698
$383K ﹤0.01%
5,782
699
$381K ﹤0.01%
5,255
700
$381K ﹤0.01%
5,826
26 27
28
29 30