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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
876
$194K ﹤0.01%
1,568
877
$192K ﹤0.01%
668
878
$192K ﹤0.01%
2,668
879
$192K ﹤0.01%
4,034
880
$190K ﹤0.01%
2,175
881
$189K ﹤0.01%
866
882
$188K ﹤0.01%
1,672
883
$187K ﹤0.01%
4,589
884
$186K ﹤0.01%
20,926
885
$186K ﹤0.01%
+26,811
886
$186K ﹤0.01%
3,608
887
$186K ﹤0.01%
1,547
888
$185K ﹤0.01%
3,631
889
$184K ﹤0.01%
1,256
890
$183K ﹤0.01%
3,019
891
$183K ﹤0.01%
4,324
892
$182K ﹤0.01%
9,790
893
$180K ﹤0.01%
13,204
894
$179K ﹤0.01%
4,602
895
$179K ﹤0.01%
6,398
896
$179K ﹤0.01%
737
897
$179K ﹤0.01%
2,104
898
$177K ﹤0.01%
3,032
899
$177K ﹤0.01%
1,781
900
$176K ﹤0.01%
7,347
34 35
36
37 38