We are live on ! Find out more
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
2651
$2K ﹤0.01%
1,207
2652
$2K ﹤0.01%
30
2653
$2K ﹤0.01%
41
2654
$2K ﹤0.01%
55
2655
$2K ﹤0.01%
50
2656
$2K ﹤0.01%
59
2657
$2K ﹤0.01%
20
2658
$2K ﹤0.01%
81
2659
$2K ﹤0.01%
100
2660
$2K ﹤0.01%
17
2661
$2K ﹤0.01%
46
2662
$2K ﹤0.01%
576
2663
$2K ﹤0.01%
12
2664
$2K ﹤0.01%
71
2665
$2K ﹤0.01%
54
2666
$2K ﹤0.01%
82
2667
$2K ﹤0.01%
450
2668
$2K ﹤0.01%
40
2669
$2K ﹤0.01%
66
2670
$2K ﹤0.01%
45
2671
$2K ﹤0.01%
21
2672
$2K ﹤0.01%
56
2673
$2K ﹤0.01%
25
2674
$2K ﹤0.01%
20
2675
$2K ﹤0.01%
134
105 106
107
108 109