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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
2001
$10K ﹤0.01%
2,550
2002
$10K ﹤0.01%
324
2003
$10K ﹤0.01%
165
2004
$10K ﹤0.01%
407
2005
$10K ﹤0.01%
704
2006
$10K ﹤0.01%
70
2007
$10K ﹤0.01%
529
2008
$10K ﹤0.01%
210
2009
$10K ﹤0.01%
500
2010
$10K ﹤0.01%
121
2011
$10K ﹤0.01%
56
2012
$10K ﹤0.01%
253
2013
$10K ﹤0.01%
1,480
2014
$9K ﹤0.01%
325
2015
$9K ﹤0.01%
1,000
2016
$9K ﹤0.01%
80
2017
$9K ﹤0.01%
21
2018
$9K ﹤0.01%
124
2019
$9K ﹤0.01%
135
2020
$9K ﹤0.01%
138
2021
$9K ﹤0.01%
194
2022
$9K ﹤0.01%
1,000
2023
$9K ﹤0.01%
125
2024
$9K ﹤0.01%
168
2025
$9K ﹤0.01%
80
79 80
81
82 83