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
2651
$2K ﹤0.01%
112
2652
$2K ﹤0.01%
48
2653
$2K ﹤0.01%
148
2654
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60
2655
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34
2656
$2K ﹤0.01%
295
2657
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7
2658
$2K ﹤0.01%
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2659
$2K ﹤0.01%
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2660
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98
2661
$2K ﹤0.01%
197
2662
$2K ﹤0.01%
43
2663
$2K ﹤0.01%
30
2664
$2K ﹤0.01%
32
2665
$2K ﹤0.01%
160
2666
$2K ﹤0.01%
31
2667
$2K ﹤0.01%
50
2668
$2K ﹤0.01%
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2669
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2670
$2K ﹤0.01%
8
2671
$2K ﹤0.01%
241
2672
$2K ﹤0.01%
30
2673
$2K ﹤0.01%
41
2674
$2K ﹤0.01%
55
2675
$2K ﹤0.01%
50
105 106
107
108 109