We are live on ! Find out more
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
1576
$27K ﹤0.01%
1,205
1577
$27K ﹤0.01%
1,784
1578
$27K ﹤0.01%
433
1579
$26K ﹤0.01%
202
1580
$26K ﹤0.01%
168
1581
$26K ﹤0.01%
198
1582
$26K ﹤0.01%
954
1583
$26K ﹤0.01%
773
1584
$26K ﹤0.01%
624
1585
$26K ﹤0.01%
253
1586
$26K ﹤0.01%
779
1587
$26K ﹤0.01%
401
1588
$26K ﹤0.01%
429
1589
$26K ﹤0.01%
530
1590
$26K ﹤0.01%
781
1591
$26K ﹤0.01%
388
1592
$25K ﹤0.01%
400
1593
$25K ﹤0.01%
1,362
1594
$25K ﹤0.01%
111
1595
$25K ﹤0.01%
241
1596
$25K ﹤0.01%
200
1597
$25K ﹤0.01%
579
1598
$25K ﹤0.01%
1,517
1599
$25K ﹤0.01%
661
1600
$25K ﹤0.01%
517