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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
1901
$12K ﹤0.01%
50
1902
$12K ﹤0.01%
70
1903
$12K ﹤0.01%
1,377
1904
$12K ﹤0.01%
366
1905
$12K ﹤0.01%
156
1906
$12K ﹤0.01%
928
1907
$12K ﹤0.01%
404
1908
$12K ﹤0.01%
46
1909
$12K ﹤0.01%
231
1910
$12K ﹤0.01%
375
1911
$12K ﹤0.01%
86
1912
$12K ﹤0.01%
1,000
1913
$12K ﹤0.01%
443
1914
$12K ﹤0.01%
719
1915
$12K ﹤0.01%
18
1916
$12K ﹤0.01%
194
1917
$12K ﹤0.01%
1,000
1918
$12K ﹤0.01%
244
1919
$12K ﹤0.01%
73
1920
$12K ﹤0.01%
442
1921
$12K ﹤0.01%
595
1922
$12K ﹤0.01%
235
1923
$12K ﹤0.01%
130
1924
$12K ﹤0.01%
62
1925
$12K ﹤0.01%
2,000