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
1301
$55K ﹤0.01%
1,667
1302
$54K ﹤0.01%
3,413
1303
$54K ﹤0.01%
241
1304
$54K ﹤0.01%
609
1305
$54K ﹤0.01%
293
1306
$53K ﹤0.01%
536
1307
$53K ﹤0.01%
850
1308
$53K ﹤0.01%
1,417
1309
$53K ﹤0.01%
252
1310
$53K ﹤0.01%
2,553
1311
$53K ﹤0.01%
758
1312
$53K ﹤0.01%
2,262
1313
$52K ﹤0.01%
6,300
1314
$52K ﹤0.01%
1,991
1315
$52K ﹤0.01%
1,166
1316
$52K ﹤0.01%
298
1317
$52K ﹤0.01%
1,250
1318
$52K ﹤0.01%
390
1319
$51K ﹤0.01%
908
1320
$51K ﹤0.01%
790
1321
$51K ﹤0.01%
2,741
1322
$51K ﹤0.01%
711
1323
$50K ﹤0.01%
3,983
1324
$50K ﹤0.01%
580
1325
$50K ﹤0.01%
4,742
51 52
53
54 55