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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
2026
$9K ﹤0.01%
224
2027
$9K ﹤0.01%
+634
2028
$9K ﹤0.01%
93
2029
$9K ﹤0.01%
300
2030
$9K ﹤0.01%
334
2031
$9K ﹤0.01%
233
2032
$9K ﹤0.01%
700
2033
$9K ﹤0.01%
113
2034
$9K ﹤0.01%
269
2035
$9K ﹤0.01%
234
2036
$9K ﹤0.01%
330
2037
$9K ﹤0.01%
200
2038
$9K ﹤0.01%
426
2039
$9K ﹤0.01%
138
2040
$9K ﹤0.01%
87
2041
$9K ﹤0.01%
309
2042
$9K ﹤0.01%
602
2043
$9K ﹤0.01%
187
2044
$9K ﹤0.01%
581
2045
$9K ﹤0.01%
1,150
2046
$8K ﹤0.01%
188
2047
$8K ﹤0.01%
174
2048
$8K ﹤0.01%
175
2049
$8K ﹤0.01%
117
2050
$8K ﹤0.01%
113