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
926
$186K ﹤0.01%
3,608
927
$186K ﹤0.01%
1,547
928
$185K ﹤0.01%
3,631
929
$184K ﹤0.01%
1,256
930
$183K ﹤0.01%
3,019
931
$183K ﹤0.01%
4,324
932
$182K ﹤0.01%
9,790
933
$180K ﹤0.01%
13,204
934
$179K ﹤0.01%
2,104
935
$179K ﹤0.01%
737
936
$179K ﹤0.01%
6,398
937
$179K ﹤0.01%
4,602
938
$177K ﹤0.01%
3,032
939
$177K ﹤0.01%
1,781
940
$176K ﹤0.01%
7,347
941
$175K ﹤0.01%
1,238
942
$175K ﹤0.01%
4,143
943
$175K ﹤0.01%
10,786
944
$175K ﹤0.01%
562
945
$174K ﹤0.01%
8,890
946
$174K ﹤0.01%
2,887
947
$173K ﹤0.01%
5,688
948
$173K ﹤0.01%
1,728
949
$173K ﹤0.01%
4,450
950
$172K ﹤0.01%
2,838
-8,514
36 37
38
39 40