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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
2226
$5K ﹤0.01%
72
2227
$5K ﹤0.01%
200
2228
$5K ﹤0.01%
384
2229
$5K ﹤0.01%
500
2230
$5K ﹤0.01%
477
2231
$5K ﹤0.01%
85
2232
$5K ﹤0.01%
93
2233
$5K ﹤0.01%
34
2234
$5K ﹤0.01%
32
2235
$5K ﹤0.01%
26
2236
$5K ﹤0.01%
101
2237
$5K ﹤0.01%
100
2238
$5K ﹤0.01%
78
2239
$5K ﹤0.01%
16
2240
$5K ﹤0.01%
234
2241
$5K ﹤0.01%
+61
2242
$5K ﹤0.01%
300
2243
$5K ﹤0.01%
36
2244
$5K ﹤0.01%
790
2245
$5K ﹤0.01%
144
2246
$5K ﹤0.01%
219
2247
$5K ﹤0.01%
66
2248
$5K ﹤0.01%
600
2249
$4K ﹤0.01%
40
2250
$4K ﹤0.01%
19