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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
2676
$2K ﹤0.01%
43
2677
$2K ﹤0.01%
30
2678
$2K ﹤0.01%
342
2679
$2K ﹤0.01%
127
2680
$2K ﹤0.01%
35
2681
$2K ﹤0.01%
111
2682
$2K ﹤0.01%
88
2683
$2K ﹤0.01%
34
2684
$2K ﹤0.01%
7
2685
$2K ﹤0.01%
63
2686
$2K ﹤0.01%
100
2687
$2K ﹤0.01%
438
2688
$2K ﹤0.01%
384
2689
$2K ﹤0.01%
32
2690
$2K ﹤0.01%
78
2691
$2K ﹤0.01%
21
2692
$2K ﹤0.01%
312
2693
$2K ﹤0.01%
188
2694
$2K ﹤0.01%
86
2695
$2K ﹤0.01%
194
2696
$2K ﹤0.01%
50
2697
$2K ﹤0.01%
30
2698
$2K ﹤0.01%
63
2699
$2K ﹤0.01%
57
2700
$2K ﹤0.01%
8
106 107
108
109 110