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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
1426
$39K ﹤0.01%
189
1427
$39K ﹤0.01%
1,545
1428
$38K ﹤0.01%
325
1429
$38K ﹤0.01%
67
1430
$38K ﹤0.01%
979
1431
$38K ﹤0.01%
449
1432
$38K ﹤0.01%
633
1433
$38K ﹤0.01%
1,548
1434
$38K ﹤0.01%
4,408
1435
$38K ﹤0.01%
1,243
1436
$38K ﹤0.01%
360
1437
$38K ﹤0.01%
818
1438
$38K ﹤0.01%
1,493
1439
$38K ﹤0.01%
1,281
1440
$38K ﹤0.01%
284
1441
$38K ﹤0.01%
903
1442
$38K ﹤0.01%
2,000
1443
$38K ﹤0.01%
385
1444
$38K ﹤0.01%
986
1445
$38K ﹤0.01%
917
1446
$38K ﹤0.01%
1,857
1447
$37K ﹤0.01%
957
1448
$37K ﹤0.01%
989
1449
$37K ﹤0.01%
3,620
1450
$37K ﹤0.01%
169
56 57
58
59 60