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
1651
$22K ﹤0.01%
350
1652
$22K ﹤0.01%
153
1653
$22K ﹤0.01%
814
1654
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105
1655
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23
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265
1657
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258
1658
$22K ﹤0.01%
468
1659
$22K ﹤0.01%
1,290
1660
$22K ﹤0.01%
675
1661
$22K ﹤0.01%
856
1662
$22K ﹤0.01%
1,056
1663
$22K ﹤0.01%
109
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$22K ﹤0.01%
175
1665
$22K ﹤0.01%
1,272
1666
$22K ﹤0.01%
35
1667
$22K ﹤0.01%
150
1668
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300
1669
$22K ﹤0.01%
872
1670
$22K ﹤0.01%
524
1671
$22K ﹤0.01%
332
1672
$22K ﹤0.01%
1,934
1673
$22K ﹤0.01%
98
1674
$21K ﹤0.01%
576
1675
$21K ﹤0.01%
271