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
1451
$37K ﹤0.01%
957
1452
$37K ﹤0.01%
177
1453
$37K ﹤0.01%
788
1454
$36K ﹤0.01%
1,027
1455
$36K ﹤0.01%
362
1456
$36K ﹤0.01%
477
1457
$36K ﹤0.01%
481
1458
$36K ﹤0.01%
2,327
1459
$36K ﹤0.01%
381
1460
$36K ﹤0.01%
2,465
1461
$36K ﹤0.01%
608
1462
$36K ﹤0.01%
2,400
1463
$36K ﹤0.01%
230
1464
$36K ﹤0.01%
700
1465
$36K ﹤0.01%
127
1466
$36K ﹤0.01%
156
1467
$36K ﹤0.01%
1,415
1468
$36K ﹤0.01%
676
1469
$36K ﹤0.01%
2,333
1470
$35K ﹤0.01%
362
1471
$35K ﹤0.01%
1,073
1472
$35K ﹤0.01%
344
1473
$35K ﹤0.01%
555
1474
$35K ﹤0.01%
193
1475
$34K ﹤0.01%
250
57 58
59
60 61