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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
1051
$109K ﹤0.01%
73
1052
$109K ﹤0.01%
229
1053
$109K ﹤0.01%
561
1054
$109K ﹤0.01%
2,149
1055
$109K ﹤0.01%
531
1056
$108K ﹤0.01%
5,160
1057
$108K ﹤0.01%
2,356
1058
$108K ﹤0.01%
768
1059
$108K ﹤0.01%
4,152
1060
$107K ﹤0.01%
1,207
1061
$107K ﹤0.01%
3,902
1062
$107K ﹤0.01%
1,743
1063
$106K ﹤0.01%
5,225
1064
$106K ﹤0.01%
3,852
1065
$106K ﹤0.01%
344
1066
$106K ﹤0.01%
1,286
1067
$105K ﹤0.01%
1,641
1068
$104K ﹤0.01%
877
1069
$104K ﹤0.01%
1,302
1070
$103K ﹤0.01%
989
1071
$103K ﹤0.01%
1,617
1072
$103K ﹤0.01%
1,764
1073
$103K ﹤0.01%
1,104
1074
$103K ﹤0.01%
2,180
1075
$103K ﹤0.01%
3,375
41 42
43
44 45