Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
3,010
New
Increased
Reduced
Closed

Top Buys

1 +$6.08M
2 +$4.45M
3 +$1.83M
4
DT icon
Dynatrace
DT
+$1.75M
5
PTON icon
Peloton Interactive
PTON
+$1.44M

Top Sells

1 +$1.31M
2 +$703K
3 +$411K
4
CWI icon
State Street SPDR MSCI ACWI ex-US ETF
CWI
+$48.5K
5
WKHS icon
Workhorse Group
WKHS
+$18K

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%
300
2029
$9K ﹤0.01%
334
2030
$9K ﹤0.01%
233
2031
$9K ﹤0.01%
700
2032
$9K ﹤0.01%
113
2033
$9K ﹤0.01%
269
2034
$9K ﹤0.01%
234
2035
$9K ﹤0.01%
330
2036
$9K ﹤0.01%
200
2037
$9K ﹤0.01%
426
2038
$9K ﹤0.01%
138
2039
$9K ﹤0.01%
87
2040
$9K ﹤0.01%
309
2041
$9K ﹤0.01%
602
2042
$9K ﹤0.01%
187
2043
$9K ﹤0.01%
1,150
2044
$9K ﹤0.01%
581
2045
$9K ﹤0.01%
93
2046
$8K ﹤0.01%
79
2047
$8K ﹤0.01%
188
2048
$8K ﹤0.01%
174
2049
$8K ﹤0.01%
175
2050
$8K ﹤0.01%
117