Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
+$2.17M
3
+$1.92M
4
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$1.78M
5
IAU icon
iShares Gold Trust
IAU
+$1.76M

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
801
$279K ﹤0.01%
2,903
802
$279K ﹤0.01%
42,862
803
$276K ﹤0.01%
6,266
804
$272K ﹤0.01%
6,602
805
$272K ﹤0.01%
7,483
806
$271K ﹤0.01%
2,907
807
$270K ﹤0.01%
1,550
808
$268K ﹤0.01%
3,822
809
$268K ﹤0.01%
10,204
810
$268K ﹤0.01%
5,030
811
$266K ﹤0.01%
4,395
812
$266K ﹤0.01%
5,499
813
$263K ﹤0.01%
4,800
814
$263K ﹤0.01%
4,043
815
$263K ﹤0.01%
1,626
816
$262K ﹤0.01%
2,976
817
$261K ﹤0.01%
12,328
818
$260K ﹤0.01%
3,072
819
$259K ﹤0.01%
2,486
820
$259K ﹤0.01%
2,458
821
$258K ﹤0.01%
1,905
822
$258K ﹤0.01%
1,042
823
$257K ﹤0.01%
6,000
824
$257K ﹤0.01%
9,268
825
$255K ﹤0.01%
3,310
-13,240
31 32
33
34 35