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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
1501
$32K ﹤0.01%
995
1502
$32K ﹤0.01%
1,325
1503
$32K ﹤0.01%
354
1504
$32K ﹤0.01%
477
1505
$32K ﹤0.01%
1,142
1506
$32K ﹤0.01%
1,792
1507
$32K ﹤0.01%
518
1508
$32K ﹤0.01%
383
1509
$32K ﹤0.01%
265
1510
$32K ﹤0.01%
147
1511
$32K ﹤0.01%
98
1512
$32K ﹤0.01%
896
1513
$31K ﹤0.01%
287
1514
$31K ﹤0.01%
836
1515
$31K ﹤0.01%
1,079
1516
$31K ﹤0.01%
629
1517
$31K ﹤0.01%
1,729
1518
$31K ﹤0.01%
2,182
1519
$31K ﹤0.01%
572
1520
$31K ﹤0.01%
387
1521
$31K ﹤0.01%
539
1522
$31K ﹤0.01%
194
1523
$31K ﹤0.01%
936
1524
$31K ﹤0.01%
1,342
1525
$31K ﹤0.01%
1,538
59 60
61
62 63