Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
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
+$1.78M
3
+$1.76M
4
BBAX icon
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
+$911K
5
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
+$603K

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
2601
$2K ﹤0.01%
41
2602
$2K ﹤0.01%
65
2603
$2K ﹤0.01%
16
2604
$2K ﹤0.01%
80
2605
$2K ﹤0.01%
500
2606
$2K ﹤0.01%
30
2607
$2K ﹤0.01%
63
2608
$2K ﹤0.01%
128
2609
$2K ﹤0.01%
90
2610
$2K ﹤0.01%
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2611
$2K ﹤0.01%
60
2612
$2K ﹤0.01%
145
2613
$2K ﹤0.01%
37
2614
$2K ﹤0.01%
21
2615
$2K ﹤0.01%
300
2616
$2K ﹤0.01%
48
2617
$2K ﹤0.01%
3
2618
$2K ﹤0.01%
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2619
$2K ﹤0.01%
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2620
$2K ﹤0.01%
40
2621
$2K ﹤0.01%
105
2622
$2K ﹤0.01%
67
2623
$2K ﹤0.01%
17
2624
$2K ﹤0.01%
58
2625
$2K ﹤0.01%
78
103 104
105
106 107