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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
2176
$6K ﹤0.01%
67
2177
$6K ﹤0.01%
241
2178
$6K ﹤0.01%
60
2179
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40
2180
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250
2181
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2183
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53
2186
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2187
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2189
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2190
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2191
$6K ﹤0.01%
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2192
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2193
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602
2194
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128
2195
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467
2196
$5K ﹤0.01%
1,000
2197
$5K ﹤0.01%
26
2198
$5K ﹤0.01%
137
2199
$5K ﹤0.01%
200
2200
$5K ﹤0.01%
111