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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
951
$172K ﹤0.01%
2,286
952
$172K ﹤0.01%
4,320
953
$171K ﹤0.01%
5,192
954
$171K ﹤0.01%
4,530
955
$171K ﹤0.01%
1,322
956
$170K ﹤0.01%
1,038
957
$169K ﹤0.01%
3,321
958
$169K ﹤0.01%
6,475
959
$167K ﹤0.01%
9,588
960
$167K ﹤0.01%
1,428
961
$167K ﹤0.01%
1,272
962
$166K ﹤0.01%
6,205
963
$166K ﹤0.01%
849
964
$166K ﹤0.01%
1,543
965
$165K ﹤0.01%
4,800
966
$164K ﹤0.01%
2,828
967
$164K ﹤0.01%
1,456
968
$162K ﹤0.01%
3,500
969
$162K ﹤0.01%
866
970
$161K ﹤0.01%
664
971
$161K ﹤0.01%
5,327
972
$161K ﹤0.01%
5,726
973
$160K ﹤0.01%
1,018
974
$160K ﹤0.01%
3,679
975
$160K ﹤0.01%
11,181
37 38
39
40 41