We are live on ! Find out more
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
3,037
New
Increased
Reduced
Closed

Top Buys

1 +$3.55M
2 +$2.4M
3 +$2.14M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.89M
5
IAU icon
iShares Gold Trust
IAU
+$1.81M

Top Sells

1 +$17.5M
2 +$10.9M
3 +$7.53M
4
ISCG icon
iShares Morningstar Small-Cap Growth ETF
ISCG
+$5.96M
5
TTD icon
Trade Desk
TTD
+$5.14M

Sector Composition

1 Technology 6.48%
2 Healthcare 5.1%
3 Financials 3.69%
4 Industrials 2.75%
5 Consumer Discretionary 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$3K ﹤0.01%
41
2477
$3K ﹤0.01%
98
2478
$3K ﹤0.01%
77
2479
$3K ﹤0.01%
35
2480
$3K ﹤0.01%
109
2481
$3K ﹤0.01%
25
2482
$3K ﹤0.01%
147
2483
$3K ﹤0.01%
106
2484
$3K ﹤0.01%
104
2485
$3K ﹤0.01%
194
2486
$3K ﹤0.01%
1,000
2487
$3K ﹤0.01%
91
2488
$3K ﹤0.01%
34
2489
$3K ﹤0.01%
75
2490
$3K ﹤0.01%
65
2491
$3K ﹤0.01%
52
2492
$3K ﹤0.01%
650
2493
$3K ﹤0.01%
100
2494
$3K ﹤0.01%
100
2495
$3K ﹤0.01%
165
2496
$3K ﹤0.01%
65
2497
$3K ﹤0.01%
735
2498
$3K ﹤0.01%
42
2499
$3K ﹤0.01%
133
2500
$3K ﹤0.01%
200