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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
1126
$88K ﹤0.01%
1,263
1127
$87K ﹤0.01%
15,691
1128
$87K ﹤0.01%
12,841
1129
$87K ﹤0.01%
1,182
1130
$87K ﹤0.01%
4,208
1131
$86K ﹤0.01%
148
1132
$86K ﹤0.01%
1,942
1133
$85K ﹤0.01%
2,270
1134
$85K ﹤0.01%
4,677
1135
$85K ﹤0.01%
9,725
1136
$84K ﹤0.01%
492
1137
$84K ﹤0.01%
686
1138
$84K ﹤0.01%
211
1139
$83K ﹤0.01%
1,368
1140
$83K ﹤0.01%
1,134
1141
$83K ﹤0.01%
5,184
1142
$83K ﹤0.01%
519
1143
$82K ﹤0.01%
1,934
1144
$82K ﹤0.01%
2,487
1145
$81K ﹤0.01%
9,230
1146
$81K ﹤0.01%
1,408
1147
$80K ﹤0.01%
327
1148
$80K ﹤0.01%
780
1149
$80K ﹤0.01%
183
1150
$80K ﹤0.01%
1,192
44 45
46
47 48