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
1726
$19K ﹤0.01%
126
1727
$19K ﹤0.01%
1,103
1728
$19K ﹤0.01%
350
1729
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1730
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700
1731
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469
1732
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1733
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1734
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1735
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1736
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1737
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1738
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1739
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1740
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1741
$18K ﹤0.01%
87
1742
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795
1743
$18K ﹤0.01%
1,800
1744
$18K ﹤0.01%
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1745
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1746
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1747
$18K ﹤0.01%
524
1748
0
1749
$18K ﹤0.01%
167
1750
$18K ﹤0.01%
1,002