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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
2326
$4K ﹤0.01%
112
2327
$4K ﹤0.01%
27
2328
$4K ﹤0.01%
116
2329
$4K ﹤0.01%
17
2330
$4K ﹤0.01%
105
2331
$3K ﹤0.01%
15
2332
$3K ﹤0.01%
91
2333
$3K ﹤0.01%
34
2334
$3K ﹤0.01%
855
2335
$3K ﹤0.01%
535
2336
$3K ﹤0.01%
37
2337
$3K ﹤0.01%
33
2338
$3K ﹤0.01%
206
2339
$3K ﹤0.01%
135
2340
$3K ﹤0.01%
102
2341
$3K ﹤0.01%
41
2342
$3K ﹤0.01%
98
2343
$3K ﹤0.01%
77
2344
$3K ﹤0.01%
35
2345
$3K ﹤0.01%
109
2346
$3K ﹤0.01%
25
2347
$3K ﹤0.01%
147
2348
$3K ﹤0.01%
106
2349
$3K ﹤0.01%
194
2350
$3K ﹤0.01%
1,000