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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
1701
$20K ﹤0.01%
462
1702
$20K ﹤0.01%
1,243
1703
$20K ﹤0.01%
1,000
1704
$20K ﹤0.01%
449
1705
$20K ﹤0.01%
264
1706
$20K ﹤0.01%
490
1707
$20K ﹤0.01%
229
1708
$20K ﹤0.01%
129
1709
$20K ﹤0.01%
566
1710
$20K ﹤0.01%
901
1711
$20K ﹤0.01%
176
1712
$20K ﹤0.01%
800
1713
$20K ﹤0.01%
500
1714
$20K ﹤0.01%
1,076
1715
$20K ﹤0.01%
585
1716
$19K ﹤0.01%
358
1717
$19K ﹤0.01%
8,410
1718
$19K ﹤0.01%
200
1719
$19K ﹤0.01%
300
1720
$19K ﹤0.01%
579
1721
$19K ﹤0.01%
1,000
1722
$19K ﹤0.01%
100
1723
$19K ﹤0.01%
499
1724
$19K ﹤0.01%
380
1725
$19K ﹤0.01%
126