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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
1351
$47K ﹤0.01%
424
1352
$47K ﹤0.01%
10,100
1353
$47K ﹤0.01%
184
1354
$47K ﹤0.01%
965
1355
$47K ﹤0.01%
892
1356
$47K ﹤0.01%
956
1357
$46K ﹤0.01%
1,000
1358
$46K ﹤0.01%
1,074
1359
$46K ﹤0.01%
727
1360
$46K ﹤0.01%
553
1361
$46K ﹤0.01%
8,563
1362
$46K ﹤0.01%
2,924
1363
$46K ﹤0.01%
109
1364
$45K ﹤0.01%
405
1365
$45K ﹤0.01%
1,335
1366
$45K ﹤0.01%
845
1367
$45K ﹤0.01%
670
1368
$45K ﹤0.01%
1,545
1369
$45K ﹤0.01%
130
1370
$45K ﹤0.01%
287
1371
$45K ﹤0.01%
550
1372
$45K ﹤0.01%
1,696
1373
$44K ﹤0.01%
900
1374
$44K ﹤0.01%
464
1375
$44K ﹤0.01%
476
53 54
55
56 57