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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
2726
$1K ﹤0.01%
150
2727
$1K ﹤0.01%
+12,560
2728
$1K ﹤0.01%
42
2729
$1K ﹤0.01%
22
2730
$1K ﹤0.01%
+30
2731
$1K ﹤0.01%
74
2732
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43
2733
0
2734
$1K ﹤0.01%
37
2735
$1K ﹤0.01%
35
2736
$1K ﹤0.01%
8
2737
$1K ﹤0.01%
55
2738
$1K ﹤0.01%
45
2739
$1K ﹤0.01%
148
2740
$1K ﹤0.01%
29
2741
$1K ﹤0.01%
21
2742
$1K ﹤0.01%
16
2743
$1K ﹤0.01%
12
2744
$1K ﹤0.01%
33
2745
$1K ﹤0.01%
32
2746
$1K ﹤0.01%
27
2747
$1K ﹤0.01%
28
2748
$1K ﹤0.01%
27
2749
$1K ﹤0.01%
56
2750
$1K ﹤0.01%
94