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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
1226
$66K ﹤0.01%
11,949
1227
$65K ﹤0.01%
1,778
1228
$65K ﹤0.01%
1,734
1229
$65K ﹤0.01%
484
1230
$64K ﹤0.01%
5,660
1231
$64K ﹤0.01%
562
1232
$64K ﹤0.01%
633
1233
$64K ﹤0.01%
1,448
1234
$63K ﹤0.01%
1,333
1235
$63K ﹤0.01%
547
1236
$63K ﹤0.01%
1,109
1237
$63K ﹤0.01%
931
1238
$63K ﹤0.01%
1,453
1239
$63K ﹤0.01%
+1,456
1240
$63K ﹤0.01%
1,210
1241
$62K ﹤0.01%
894
1242
$62K ﹤0.01%
1,140
1243
$62K ﹤0.01%
1,199
1244
$62K ﹤0.01%
2,147
1245
$62K ﹤0.01%
867
1246
$62K ﹤0.01%
7,320
1247
$62K ﹤0.01%
6,546
1248
$61K ﹤0.01%
1,536
1249
$61K ﹤0.01%
238
1250
$61K ﹤0.01%
341
48 49
50
51 52