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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
1801
$16K ﹤0.01%
1,731
1802
$16K ﹤0.01%
529
1803
$16K ﹤0.01%
198
1804
$16K ﹤0.01%
489
1805
$16K ﹤0.01%
612
1806
$16K ﹤0.01%
30
1807
$16K ﹤0.01%
334
1808
$16K ﹤0.01%
4,108
1809
$15K ﹤0.01%
401
1810
$15K ﹤0.01%
162
1811
$15K ﹤0.01%
194
1812
$15K ﹤0.01%
148
1813
$15K ﹤0.01%
569
1814
$15K ﹤0.01%
1,889
1815
$15K ﹤0.01%
62
1816
$15K ﹤0.01%
658
1817
$15K ﹤0.01%
586
1818
$15K ﹤0.01%
325
1819
$15K ﹤0.01%
267
1820
$15K ﹤0.01%
188
1821
$15K ﹤0.01%
663
1822
$15K ﹤0.01%
224
1823
$15K ﹤0.01%
260
1824
$15K ﹤0.01%
470
1825
$15K ﹤0.01%
246