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
2551
$3K ﹤0.01%
21
2552
$3K ﹤0.01%
43
2553
$3K ﹤0.01%
900
2554
$3K ﹤0.01%
90
2555
$3K ﹤0.01%
53
2556
$3K ﹤0.01%
30
2557
$3K ﹤0.01%
325
2558
$3K ﹤0.01%
96
2559
$3K ﹤0.01%
74
2560
$3K ﹤0.01%
91
2561
$3K ﹤0.01%
34
2562
$3K ﹤0.01%
706
-71
2563
$3K ﹤0.01%
535
2564
$3K ﹤0.01%
200
2565
$3K ﹤0.01%
37
2566
$3K ﹤0.01%
52
2567
$3K ﹤0.01%
26
2568
$3K ﹤0.01%
50
2569
$3K ﹤0.01%
29
2570
$3K ﹤0.01%
33
2571
$3K ﹤0.01%
289
2572
$3K ﹤0.01%
75
2573
$3K ﹤0.01%
15
2574
$3K ﹤0.01%
30
2575
$3K ﹤0.01%
21