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
3,037
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
2826
$1K ﹤0.01%
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2827
$1K ﹤0.01%
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2828
$1K ﹤0.01%
20
-60
2829
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2830
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2831
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2832
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2833
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2834
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2835
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2836
$1K ﹤0.01%
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2837
$1K ﹤0.01%
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2838
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2839
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2840
$1K ﹤0.01%
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2841
$1K ﹤0.01%
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2842
$1K ﹤0.01%
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2843
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2844
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2845
$1K ﹤0.01%
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2846
$1K ﹤0.01%
30
2847
$1K ﹤0.01%
10
2848
$1K ﹤0.01%
19
2849
$1K ﹤0.01%
8
2850
$1K ﹤0.01%
15
112 113
114
115 116