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
2776
$1K ﹤0.01%
21
2777
$1K ﹤0.01%
60
2778
$1K ﹤0.01%
253
2779
$1K ﹤0.01%
57
2780
$1K ﹤0.01%
35
2781
$1K ﹤0.01%
8
2782
$1K ﹤0.01%
55
2783
$1K ﹤0.01%
45
2784
$1K ﹤0.01%
148
2785
$1K ﹤0.01%
29
2786
$1K ﹤0.01%
21
2787
$1K ﹤0.01%
16
2788
$1K ﹤0.01%
12
2789
$1K ﹤0.01%
33
2790
$1K ﹤0.01%
25
2791
$1K ﹤0.01%
18
2792
$1K ﹤0.01%
8
2793
$1K ﹤0.01%
68
2794
$1K ﹤0.01%
69
2795
$1K ﹤0.01%
27
2796
$1K ﹤0.01%
21
2797
$1K ﹤0.01%
13
2798
$1K ﹤0.01%
10
2799
$1K ﹤0.01%
86
2800
$1K ﹤0.01%
100