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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
2201
$5K ﹤0.01%
200
2202
$5K ﹤0.01%
90
2203
$5K ﹤0.01%
400
2204
$5K ﹤0.01%
687
2205
$5K ﹤0.01%
400
2206
$5K ﹤0.01%
111
2207
$5K ﹤0.01%
41
2208
$5K ﹤0.01%
43
2209
$5K ﹤0.01%
210
2210
$5K ﹤0.01%
321
2211
$5K ﹤0.01%
575
2212
$5K ﹤0.01%
180
2213
$5K ﹤0.01%
91
2214
$5K ﹤0.01%
205
2215
$5K ﹤0.01%
139
2216
$5K ﹤0.01%
2,048
2217
$5K ﹤0.01%
300
2218
$5K ﹤0.01%
324
2219
$5K ﹤0.01%
300
2220
$5K ﹤0.01%
125
2221
$5K ﹤0.01%
100
2222
$5K ﹤0.01%
796
2223
$5K ﹤0.01%
94
2224
$5K ﹤0.01%
112
2225
$5K ﹤0.01%
70