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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
2376
$3K ﹤0.01%
325
2377
$3K ﹤0.01%
75
2378
$3K ﹤0.01%
15
2379
$3K ﹤0.01%
30
2380
$3K ﹤0.01%
21
2381
$3K ﹤0.01%
100
2382
$3K ﹤0.01%
181
2383
$3K ﹤0.01%
259
2384
$3K ﹤0.01%
41
2385
$3K ﹤0.01%
74
2386
$3K ﹤0.01%
80
2387
$3K ﹤0.01%
65
2388
$3K ﹤0.01%
38
2389
$3K ﹤0.01%
192
2390
$3K ﹤0.01%
1,050
2391
$3K ﹤0.01%
17
2392
$3K ﹤0.01%
510
2393
$3K ﹤0.01%
50
2394
$3K ﹤0.01%
101
2395
$3K ﹤0.01%
85
2396
$3K ﹤0.01%
62
2397
$3K ﹤0.01%
114
2398
$3K ﹤0.01%
156
2399
$3K ﹤0.01%
34
2400
$3K ﹤0.01%
30
94 95
96
97 98