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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
2351
$3K ﹤0.01%
91
2352
$3K ﹤0.01%
34
2353
$3K ﹤0.01%
75
2354
$3K ﹤0.01%
65
2355
$3K ﹤0.01%
52
2356
$3K ﹤0.01%
650
2357
$3K ﹤0.01%
100
2358
$3K ﹤0.01%
100
2359
$3K ﹤0.01%
65
2360
$3K ﹤0.01%
133
2361
$3K ﹤0.01%
30
2362
$3K ﹤0.01%
200
2363
$3K ﹤0.01%
55
2364
$3K ﹤0.01%
90
2365
$3K ﹤0.01%
201
2366
$3K ﹤0.01%
54
2367
$3K ﹤0.01%
16
2368
$3K ﹤0.01%
50
2369
$3K ﹤0.01%
35
2370
$3K ﹤0.01%
22
2371
$3K ﹤0.01%
52
2372
$3K ﹤0.01%
26
2373
$3K ﹤0.01%
50
2374
$3K ﹤0.01%
33
2375
$3K ﹤0.01%
289
93 94
95
96 97