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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
1601
$25K ﹤0.01%
254
1602
$25K ﹤0.01%
909
1603
$25K ﹤0.01%
1,143
1604
$25K ﹤0.01%
1,098
1605
$25K ﹤0.01%
495
1606
$25K ﹤0.01%
1,096
1607
$25K ﹤0.01%
258
1608
$24K ﹤0.01%
263
1609
$24K ﹤0.01%
1,116
1610
$24K ﹤0.01%
120
1611
$24K ﹤0.01%
750
1612
$24K ﹤0.01%
904
1613
$24K ﹤0.01%
159
1614
$24K ﹤0.01%
906
1615
$24K ﹤0.01%
292
1616
$24K ﹤0.01%
525
1617
$24K ﹤0.01%
243
1618
$24K ﹤0.01%
381
1619
$24K ﹤0.01%
1,399
1620
$24K ﹤0.01%
113
1621
$24K ﹤0.01%
784
1622
$24K ﹤0.01%
815
1623
$24K ﹤0.01%
924
1624
$24K ﹤0.01%
803
1625
$24K ﹤0.01%
4,000