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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
2851
$1K ﹤0.01%
50
2852
$1K ﹤0.01%
95
2853
$1K ﹤0.01%
14
2854
$1K ﹤0.01%
7
2855
$1K ﹤0.01%
44
2856
$1K ﹤0.01%
111
2857
$1K ﹤0.01%
300
2858
$1K ﹤0.01%
1
2859
$1K ﹤0.01%
50
2860
$1K ﹤0.01%
8
2861
$1K ﹤0.01%
8
2862
$1K ﹤0.01%
25
2863
$1K ﹤0.01%
40
2864
$1K ﹤0.01%
60
2865
– –
0
2866
$1K ﹤0.01%
78
2867
$1K ﹤0.01%
23
2868
$1K ﹤0.01%
31
2869
$1K ﹤0.01%
32
2870
$1K ﹤0.01%
54
2871
$1K ﹤0.01%
150
2872
$1K ﹤0.01%
50
2873
$1K ﹤0.01%
100
2874
$0 ﹤0.01%
2
2875
$0 ﹤0.01%
8
113 114
115
116 117