We are live on ! Find out more
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
1826
$15K ﹤0.01%
719
1827
$15K ﹤0.01%
317
1828
$15K ﹤0.01%
273
1829
$15K ﹤0.01%
506
1830
$15K ﹤0.01%
200
1831
$15K ﹤0.01%
380
1832
$15K ﹤0.01%
400
1833
$15K ﹤0.01%
864
1834
$15K ﹤0.01%
2,000
1835
$15K ﹤0.01%
332
1836
$15K ﹤0.01%
337
1837
$15K ﹤0.01%
2,394
1838
$15K ﹤0.01%
764
1839
$15K ﹤0.01%
967
1840
$15K ﹤0.01%
90
1841
$15K ﹤0.01%
859
1842
$15K ﹤0.01%
3,504
1843
$14K ﹤0.01%
305
1844
$14K ﹤0.01%
346
1845
$14K ﹤0.01%
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