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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
2426
$3K ﹤0.01%
90
2427
$3K ﹤0.01%
14
2428
$3K ﹤0.01%
181
2429
$3K ﹤0.01%
197
2430
$3K ﹤0.01%
30
2431
$3K ﹤0.01%
21
2432
$3K ﹤0.01%
67
2433
$2K ﹤0.01%
82
2434
$2K ﹤0.01%
450
2435
$2K ﹤0.01%
45
2436
$2K ﹤0.01%
21
2437
$2K ﹤0.01%
56
2438
$2K ﹤0.01%
7
2439
$2K ﹤0.01%
21
2440
$2K ﹤0.01%
15
2441
$2K ﹤0.01%
50
2442
$2K ﹤0.01%
65
2443
$2K ﹤0.01%
43
2444
$2K ﹤0.01%
58
2445
$2K ﹤0.01%
6
2446
$2K ﹤0.01%
20
2447
$2K ﹤0.01%
15
2448
$2K ﹤0.01%
133
2449
$2K ﹤0.01%
60
2450
$2K ﹤0.01%
75
96 97
98
99 100