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
901
$202K ﹤0.01%
6,255
902
$201K ﹤0.01%
6,298
903
$201K ﹤0.01%
3,038
904
$201K ﹤0.01%
1,640
905
$201K ﹤0.01%
1,327
906
$200K ﹤0.01%
2,576
907
$199K ﹤0.01%
3,376
908
$199K ﹤0.01%
3,235
909
$198K ﹤0.01%
2,802
910
$198K ﹤0.01%
1,799
911
$197K ﹤0.01%
13,465
912
$197K ﹤0.01%
6,699
913
$197K ﹤0.01%
2,367
914
$195K ﹤0.01%
2,232
915
$194K ﹤0.01%
1,568
916
$192K ﹤0.01%
668
917
$192K ﹤0.01%
4,034
918
$192K ﹤0.01%
2,668
919
$191K ﹤0.01%
6,850
920
$190K ﹤0.01%
87
921
$189K ﹤0.01%
866
922
$188K ﹤0.01%
1,672
923
$187K ﹤0.01%
4,589
924
$186K ﹤0.01%
20,926
925
$186K ﹤0.01%
26,811
35 36
37
38 39