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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
1926
$12K ﹤0.01%
273
1927
$12K ﹤0.01%
450
1928
$12K ﹤0.01%
592
1929
$12K ﹤0.01%
90
1930
$12K ﹤0.01%
480
1931
$11K ﹤0.01%
728
1932
$11K ﹤0.01%
1,500
1933
$11K ﹤0.01%
305
1934
$11K ﹤0.01%
230
1935
$11K ﹤0.01%
1,124
-24
1936
$11K ﹤0.01%
204
1937
$11K ﹤0.01%
765
1938
$11K ﹤0.01%
95
1939
$11K ﹤0.01%
328
1940
$11K ﹤0.01%
140
1941
$11K ﹤0.01%
487
1942
$11K ﹤0.01%
850
1943
$11K ﹤0.01%
209
1944
$11K ﹤0.01%
346
-24
1945
$11K ﹤0.01%
105
1946
$11K ﹤0.01%
1,558
1947
$11K ﹤0.01%
88
1948
$11K ﹤0.01%
184
1949
$11K ﹤0.01%
296
1950
$11K ﹤0.01%
663