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
1826
$15K ﹤0.01%
719
1827
$15K ﹤0.01%
317
1828
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506
1829
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200
1830
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380
1831
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400
1832
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864
1833
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2,000
1834
$15K ﹤0.01%
332
1835
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337
1836
$15K ﹤0.01%
2,394
1837
$15K ﹤0.01%
764
1838
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967
1839
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90
1840
$15K ﹤0.01%
859
1841
$15K ﹤0.01%
3,504
1842
$15K ﹤0.01%
273
1843
$14K ﹤0.01%
305
1844
$14K ﹤0.01%
346
1845
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211
1846
$14K ﹤0.01%
506
1847
$14K ﹤0.01%
175
1848
$14K ﹤0.01%
840
1849
$14K ﹤0.01%
1,292
1850
$14K ﹤0.01%
394