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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
726
$381K ﹤0.01%
5,826
727
$380K ﹤0.01%
4,201
728
$380K ﹤0.01%
6,008
729
$377K ﹤0.01%
17,502
730
$377K ﹤0.01%
4,834
731
$377K ﹤0.01%
1,771
732
$376K ﹤0.01%
5,541
733
$373K ﹤0.01%
4,161
734
$367K ﹤0.01%
4,134
735
$366K ﹤0.01%
2,390
736
$366K ﹤0.01%
5,525
737
$359K ﹤0.01%
1,515
738
$359K ﹤0.01%
6,900
739
$359K ﹤0.01%
20,871
740
$354K ﹤0.01%
8,510
741
$353K ﹤0.01%
7,034
742
$353K ﹤0.01%
17,872
743
$351K ﹤0.01%
1,668
744
$351K ﹤0.01%
1,227
745
$348K ﹤0.01%
251
746
$348K ﹤0.01%
4,455
747
$347K ﹤0.01%
2,719
748
$347K ﹤0.01%
4,570
749
$345K ﹤0.01%
3,277
750
$344K ﹤0.01%
4,803
28 29
30
31 32