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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
2126
$7K ﹤0.01%
182
2127
$7K ﹤0.01%
95
2128
$7K ﹤0.01%
200
2129
$7K ﹤0.01%
239
2130
$7K ﹤0.01%
49
2131
$7K ﹤0.01%
500
2132
$7K ﹤0.01%
261
2133
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35
2135
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2136
$7K ﹤0.01%
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2137
$7K ﹤0.01%
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2138
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2139
$7K ﹤0.01%
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2140
$7K ﹤0.01%
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2141
$7K ﹤0.01%
320
2142
$6K ﹤0.01%
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2143
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108
2144
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26
2145
$6K ﹤0.01%
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2146
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2147
$6K ﹤0.01%
5
2148
$6K ﹤0.01%
20
2149
$6K ﹤0.01%
500
2150
$6K ﹤0.01%
500