Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
3,010
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.17M
3
+$1.92M
4
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$1.78M
5
IAU icon
iShares Gold Trust
IAU
+$1.76M

Top Sells

1
+$18.2M
2
+$11.5M
3
+$7.61M
4
TTD icon
Trade Desk
TTD
+$6.22M
5
ISCG icon
iShares Morningstar Small-Cap Growth ETF
ISCG
+$6.1M

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
2526
$3K ﹤0.01%
21
2527
$3K ﹤0.01%
100
2528
$3K ﹤0.01%
100
2529
$3K ﹤0.01%
181
2530
$3K ﹤0.01%
259
2531
$3K ﹤0.01%
41
2532
$3K ﹤0.01%
74
2533
$3K ﹤0.01%
80
2534
$3K ﹤0.01%
65
2535
$3K ﹤0.01%
38
2536
$3K ﹤0.01%
192
2537
$3K ﹤0.01%
1,050
2538
$3K ﹤0.01%
67
2539
$3K ﹤0.01%
83
+66
2540
$3K ﹤0.01%
510
2541
$3K ﹤0.01%
50
2542
$3K ﹤0.01%
+1,000
2543
$3K ﹤0.01%
101
2544
$3K ﹤0.01%
85
2545
$3K ﹤0.01%
62
2546
$3K ﹤0.01%
114
2547
$3K ﹤0.01%
156
2548
$3K ﹤0.01%
34
2549
$3K ﹤0.01%
30
2550
$3K ﹤0.01%
179
100 101
102
103 104