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
1701
$20K ﹤0.01%
462
1702
$20K ﹤0.01%
1,243
1703
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1,000
1704
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449
1705
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1706
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1707
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229
1708
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1709
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566
1710
$20K ﹤0.01%
901
1711
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176
1712
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585
1713
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800
1714
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500
1715
$20K ﹤0.01%
1,076
1716
$19K ﹤0.01%
100
1717
$19K ﹤0.01%
358
1718
$19K ﹤0.01%
8,410
1719
$19K ﹤0.01%
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1720
$19K ﹤0.01%
300
1721
$19K ﹤0.01%
683
1722
$19K ﹤0.01%
579
1723
$19K ﹤0.01%
1,000
1724
$19K ﹤0.01%
499
1725
$19K ﹤0.01%
380