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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
1951
$11K ﹤0.01%
300
1952
$11K ﹤0.01%
73
1953
$11K ﹤0.01%
600
1954
$11K ﹤0.01%
1,120
1955
$11K ﹤0.01%
150
1956
$11K ﹤0.01%
1,105
1957
$11K ﹤0.01%
297
1958
$11K ﹤0.01%
6
1959
$11K ﹤0.01%
380
1960
$11K ﹤0.01%
29
1961
$11K ﹤0.01%
159
1962
$11K ﹤0.01%
+62
1963
$11K ﹤0.01%
1,199
1964
$11K ﹤0.01%
725
1965
$11K ﹤0.01%
616
1966
$11K ﹤0.01%
656
1967
$11K ﹤0.01%
191
1968
$11K ﹤0.01%
164
1969
$10K ﹤0.01%
250
1970
$10K ﹤0.01%
225
1971
$10K ﹤0.01%
500
1972
$10K ﹤0.01%
1,025
1973
$10K ﹤0.01%
134
1974
$10K ﹤0.01%
104
1975
$10K ﹤0.01%
137
77 78
79
80 81