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
2626
$2K ﹤0.01%
106
2627
$2K ﹤0.01%
450
2628
$2K ﹤0.01%
232
2629
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194
2630
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51
2631
$2K ﹤0.01%
32
2632
$2K ﹤0.01%
28
2633
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2634
$2K ﹤0.01%
49
2635
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2636
$2K ﹤0.01%
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2637
$2K ﹤0.01%
101
2638
$2K ﹤0.01%
79
2639
$2K ﹤0.01%
284
2640
$2K ﹤0.01%
7
2641
$2K ﹤0.01%
21
2642
$2K ﹤0.01%
175
2643
$2K ﹤0.01%
150
2644
$2K ﹤0.01%
28
2645
$2K ﹤0.01%
75
2646
$2K ﹤0.01%
112
2647
$2K ﹤0.01%
48
2648
$2K ﹤0.01%
148
2649
$2K ﹤0.01%
60
2650
$2K ﹤0.01%
34
104 105
106
107 108