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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
601
$804K 0.01%
3,423
602
$787K 0.01%
7,065
603
$785K 0.01%
7,448
604
$784K 0.01%
26,090
605
$771K 0.01%
8,945
606
$769K 0.01%
13,002
607
$765K 0.01%
21,056
608
$756K 0.01%
6,483
609
$755K 0.01%
12,228
610
$753K 0.01%
8,256
611
$746K 0.01%
2,698
612
$742K 0.01%
17,625
613
$734K 0.01%
6,002
614
$728K 0.01%
31,950
615
$724K 0.01%
9,023
616
$718K 0.01%
6,464
617
$718K 0.01%
10,151
618
$710K 0.01%
25,252
619
$704K 0.01%
17,570
620
$703K 0.01%
21,722
621
$702K 0.01%
19,811
622
$692K 0.01%
5,849
623
$691K 0.01%
8,931
-80,379
624
$687K 0.01%
18,515
625
$675K 0.01%
19,716
23 24
25
26 27