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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
1626
$24K ﹤0.01%
399
1627
$24K ﹤0.01%
467
1628
$24K ﹤0.01%
310
1629
$24K ﹤0.01%
1,049
1630
$24K ﹤0.01%
236
1631
$24K ﹤0.01%
181
1632
$23K ﹤0.01%
454
1633
$23K ﹤0.01%
333
1634
$23K ﹤0.01%
234
1635
$23K ﹤0.01%
723
1636
$23K ﹤0.01%
176
1637
$23K ﹤0.01%
589
1638
$23K ﹤0.01%
249
1639
$23K ﹤0.01%
846
1640
$23K ﹤0.01%
73
1641
$23K ﹤0.01%
758
1642
$23K ﹤0.01%
1,000
1643
$23K ﹤0.01%
147
1644
$23K ﹤0.01%
1,000
1645
$23K ﹤0.01%
601
1646
$23K ﹤0.01%
851
1647
$23K ﹤0.01%
230
1648
$23K ﹤0.01%
253
1649
$23K ﹤0.01%
380
1650
$22K ﹤0.01%
433