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
2626
$2K ﹤0.01%
3
2627
$2K ﹤0.01%
74
2628
$2K ﹤0.01%
64
2629
$2K ﹤0.01%
40
2630
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105
2631
$2K ﹤0.01%
67
2632
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17
2633
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2634
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2635
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106
2636
$2K ﹤0.01%
450
2637
$2K ﹤0.01%
232
2638
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51
2639
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32
2640
$2K ﹤0.01%
28
2641
$2K ﹤0.01%
172
2642
$2K ﹤0.01%
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2643
$2K ﹤0.01%
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2644
$2K ﹤0.01%
284
2645
$2K ﹤0.01%
7
2646
$2K ﹤0.01%
21
2647
$2K ﹤0.01%
175
2648
$2K ﹤0.01%
150
2649
$2K ﹤0.01%
28
2650
$2K ﹤0.01%
75
104 105
106
107 108