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
2726
$1K ﹤0.01%
103
2727
$1K ﹤0.01%
218
2728
$1K ﹤0.01%
100
2729
$1K ﹤0.01%
50
2730
$1K ﹤0.01%
251
2731
$1K ﹤0.01%
47
2732
$1K ﹤0.01%
100
2733
$1K ﹤0.01%
50
2734
$1K ﹤0.01%
28
2735
$1K ﹤0.01%
40
2736
$1K ﹤0.01%
10
2737
$1K ﹤0.01%
9
2738
$1K ﹤0.01%
150
2739
$1K ﹤0.01%
+12,560
2740
$1K ﹤0.01%
45
2741
$1K ﹤0.01%
42
2742
$1K ﹤0.01%
22
2743
$1K ﹤0.01%
50
2744
$1K ﹤0.01%
4
2745
$1K ﹤0.01%
3
2746
$1K ﹤0.01%
7
2747
$1K ﹤0.01%
44
2748
$1K ﹤0.01%
32
2749
$1K ﹤0.01%
27
2750
$1K ﹤0.01%
28
108 109
110
111 112