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
1476
$34K ﹤0.01%
282
1477
$34K ﹤0.01%
1,566
1478
$34K ﹤0.01%
2,030
1479
$34K ﹤0.01%
196
1480
$34K ﹤0.01%
90
1481
$34K ﹤0.01%
138
1482
$33K ﹤0.01%
433
1483
$33K ﹤0.01%
334
1484
$33K ﹤0.01%
946
1485
$33K ﹤0.01%
363
1486
$33K ﹤0.01%
1,969
1487
$33K ﹤0.01%
637
1488
$33K ﹤0.01%
492
1489
$33K ﹤0.01%
786
1490
$33K ﹤0.01%
134
1491
$33K ﹤0.01%
457
1492
$33K ﹤0.01%
582
1493
$33K ﹤0.01%
1,000
1494
$32K ﹤0.01%
561
1495
$32K ﹤0.01%
532
1496
$32K ﹤0.01%
275
1497
$32K ﹤0.01%
684
1498
$32K ﹤0.01%
445
1499
$32K ﹤0.01%
438
1500
$32K ﹤0.01%
136
58 59
60
61 62