Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
3,010
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$4.45M
3
+$1.83M
4
DT icon
Dynatrace
DT
+$1.75M
5
PTON icon
Peloton Interactive
PTON
+$1.44M

Top Sells

1
+$1.31M
2
+$703K
3
+$411K
4
CWI icon
State Street SPDR MSCI ACWI ex-US ETF
CWI
+$48.5K
5
WKHS icon
Workhorse Group
WKHS
+$18K

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
1201
$70K ﹤0.01%
1,816
1202
$70K ﹤0.01%
2,626
1203
$70K ﹤0.01%
539
1204
$70K ﹤0.01%
153
1205
$70K ﹤0.01%
1,443
1206
$69K ﹤0.01%
2,228
1207
$69K ﹤0.01%
3,364
1208
$68K ﹤0.01%
3,649
1209
$68K ﹤0.01%
789
1210
$68K ﹤0.01%
5,916
1211
$68K ﹤0.01%
1,147
1212
$67K ﹤0.01%
840
1213
$67K ﹤0.01%
1,205
1214
$67K ﹤0.01%
521
1215
$67K ﹤0.01%
1,117
1216
$67K ﹤0.01%
266
1217
$67K ﹤0.01%
326
1218
$67K ﹤0.01%
700
1219
$66K ﹤0.01%
2,071
1220
$66K ﹤0.01%
1,114
1221
$66K ﹤0.01%
908
1222
$66K ﹤0.01%
2,316
1223
$66K ﹤0.01%
2,648
1224
$66K ﹤0.01%
486
1225
$66K ﹤0.01%
4,169
47 48
49
50 51