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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
1276
$57K ﹤0.01%
3,724
1277
$57K ﹤0.01%
341
1278
$57K ﹤0.01%
2,285
1279
$57K ﹤0.01%
157
1280
$56K ﹤0.01%
152
1281
$56K ﹤0.01%
934
1282
$56K ﹤0.01%
2,095
1283
$56K ﹤0.01%
1,306
1284
$56K ﹤0.01%
435
1285
$56K ﹤0.01%
791
1286
$56K ﹤0.01%
328
1287
$56K ﹤0.01%
320
1288
$56K ﹤0.01%
3,323
1289
$56K ﹤0.01%
614
1290
$55K ﹤0.01%
249
1291
$55K ﹤0.01%
2,433
1292
$55K ﹤0.01%
2,930
1293
$55K ﹤0.01%
1,992
1294
$55K ﹤0.01%
998
1295
$55K ﹤0.01%
4,031
1296
$55K ﹤0.01%
839
1297
$55K ﹤0.01%
1,234
1298
$55K ﹤0.01%
5,185
1299
$55K ﹤0.01%
581
1300
$55K ﹤0.01%
625
50 51
52
53 54