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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
651
$572K ﹤0.01%
19,730
652
$571K ﹤0.01%
10,851
653
$569K ﹤0.01%
7,026
654
$564K ﹤0.01%
11,840
655
$559K ﹤0.01%
26,616
656
$559K ﹤0.01%
17,846
657
$546K ﹤0.01%
45,500
658
$545K ﹤0.01%
6,643
659
$544K ﹤0.01%
20,649
660
$542K ﹤0.01%
9,736
661
$540K ﹤0.01%
6,267
662
$534K ﹤0.01%
3,603
663
$534K ﹤0.01%
3,548
664
$531K ﹤0.01%
3,212
665
$528K ﹤0.01%
1,530
666
$528K ﹤0.01%
30,456
667
$522K ﹤0.01%
14,220
668
$516K ﹤0.01%
1,351
669
$515K ﹤0.01%
3,107
670
$512K ﹤0.01%
9,392
671
$509K ﹤0.01%
11,010
672
$508K ﹤0.01%
9,724
673
$507K ﹤0.01%
1,698
674
$503K ﹤0.01%
5,247
675
$499K ﹤0.01%
11,541
25 26
27
28 29