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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
726
$342K ﹤0.01%
3,643
727
$341K ﹤0.01%
1,783
728
$340K ﹤0.01%
6,384
729
$337K ﹤0.01%
1,761
730
$336K ﹤0.01%
2,438
731
$335K ﹤0.01%
5,460
732
$334K ﹤0.01%
2,162
733
$334K ﹤0.01%
1,156
734
$333K ﹤0.01%
13,815
735
$333K ﹤0.01%
2,443
736
$330K ﹤0.01%
7,446
737
$330K ﹤0.01%
1,722
738
$325K ﹤0.01%
613
739
$324K ﹤0.01%
16,530
740
$319K ﹤0.01%
1,141
741
$319K ﹤0.01%
8,080
742
$319K ﹤0.01%
8,267
743
$315K ﹤0.01%
6,584
744
$310K ﹤0.01%
2,935
745
$308K ﹤0.01%
966
746
$306K ﹤0.01%
1,381
747
$304K ﹤0.01%
838
748
$302K ﹤0.01%
8,765
749
$301K ﹤0.01%
2,307
750
$300K ﹤0.01%
1,564
28 29
30
31 32