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
1276
$57K ﹤0.01%
157
1277
$57K ﹤0.01%
126
1278
$57K ﹤0.01%
625
1279
$57K ﹤0.01%
3,724
1280
$56K ﹤0.01%
3,323
1281
$56K ﹤0.01%
614
1282
$56K ﹤0.01%
152
1283
$56K ﹤0.01%
934
1284
$56K ﹤0.01%
2,095
1285
$56K ﹤0.01%
1,306
1286
$56K ﹤0.01%
435
1287
$56K ﹤0.01%
791
1288
$56K ﹤0.01%
328
1289
$56K ﹤0.01%
320
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