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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
1976
$10K ﹤0.01%
861
1977
$10K ﹤0.01%
189
1978
$10K ﹤0.01%
400
1979
$10K ﹤0.01%
535
1980
$10K ﹤0.01%
237
1981
$10K ﹤0.01%
460
1982
$10K ﹤0.01%
584
1983
$10K ﹤0.01%
104
1984
$10K ﹤0.01%
20
1985
$10K ﹤0.01%
342
1986
$10K ﹤0.01%
47
1987
$10K ﹤0.01%
238
1988
$10K ﹤0.01%
154
1989
$10K ﹤0.01%
333
1990
$10K ﹤0.01%
64
1991
$10K ﹤0.01%
111
1992
$10K ﹤0.01%
287
1993
$10K ﹤0.01%
2,265
1994
$10K ﹤0.01%
470
1995
$10K ﹤0.01%
10
1996
$10K ﹤0.01%
2,613
1997
$10K ﹤0.01%
81
1998
$10K ﹤0.01%
462
1999
$10K ﹤0.01%
72
2000
$10K ﹤0.01%
196
78 79
80
81 82