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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
1851
$14K ﹤0.01%
164
1852
$14K ﹤0.01%
793
1853
$14K ﹤0.01%
1,722
+1,693
1854
$14K ﹤0.01%
302
1855
$14K ﹤0.01%
193
1856
$14K ﹤0.01%
127
1857
$14K ﹤0.01%
1,031
1858
$14K ﹤0.01%
54
1859
$14K ﹤0.01%
1,000
1860
$14K ﹤0.01%
1,463
1861
$14K ﹤0.01%
1,470
1862
$14K ﹤0.01%
1,064
1863
$13K ﹤0.01%
270
1864
$13K ﹤0.01%
126
1865
$13K ﹤0.01%
1,233
1866
$13K ﹤0.01%
1,417
1867
$13K ﹤0.01%
491
1868
$13K ﹤0.01%
579
1869
$13K ﹤0.01%
109
1870
$13K ﹤0.01%
229
1871
$13K ﹤0.01%
733
1872
$13K ﹤0.01%
122
1873
$13K ﹤0.01%
220
1874
$13K ﹤0.01%
100
1875
$13K ﹤0.01%
602
73 74
75
76 77