Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
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
+$1.78M
3
+$1.76M
4
BBAX icon
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
+$911K
5
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
+$603K

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
551
$1.08M 0.01%
10,858
552
$1.07M 0.01%
9,947
553
$1.06M 0.01%
4,495
554
$1.06M 0.01%
15,694
555
$1.04M 0.01%
3,863
556
$1.02M 0.01%
14,772
557
$1.01M 0.01%
13,842
558
$1.01M 0.01%
646
559
$1M 0.01%
3,863
560
$1M 0.01%
28,855
561
$997K 0.01%
5,111
562
$997K 0.01%
11,614
563
$991K 0.01%
265,023
564
$991K 0.01%
14,549
565
$988K 0.01%
1,129
566
$980K 0.01%
37,102
567
$945K 0.01%
4,953
568
$944K 0.01%
27,020
569
$943K 0.01%
18,728
570
$938K 0.01%
4,196
571
$934K 0.01%
20,387
572
$929K 0.01%
15,138
573
$916K 0.01%
3,756
574
$910K 0.01%
25,082
575
$910K 0.01%
10,192
21 22
23
24 25