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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
3,037
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
2576
$3K ﹤0.01%
100
2577
$3K ﹤0.01%
100
2578
$3K ﹤0.01%
181
2579
$3K ﹤0.01%
200
2580
$2K ﹤0.01%
49
2581
$2K ﹤0.01%
221
2582
$2K ﹤0.01%
96
2583
$2K ﹤0.01%
88
2584
$2K ﹤0.01%
124
2585
$2K ﹤0.01%
21
2586
$2K ﹤0.01%
175
2587
$2K ﹤0.01%
150
2588
$2K ﹤0.01%
28
2589
$2K ﹤0.01%
50
2590
$2K ﹤0.01%
326
2591
$2K ﹤0.01%
117
2592
$2K ﹤0.01%
38
2593
$2K ﹤0.01%
24
2594
$2K ﹤0.01%
114
2595
$2K ﹤0.01%
182
2596
– –
0
2597
$2K ﹤0.01%
41
2598
$2K ﹤0.01%
65
2599
$2K ﹤0.01%
16
2600
$2K ﹤0.01%
80
102 103
104
105 106