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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
1126
$103K ﹤0.01%
2,180
1127
$102K ﹤0.01%
1,200
1128
$102K ﹤0.01%
2,980
1129
$102K ﹤0.01%
199
1130
$102K ﹤0.01%
315
1131
$102K ﹤0.01%
851
1132
$102K ﹤0.01%
566
1133
$101K ﹤0.01%
2,238
1134
$101K ﹤0.01%
3,101
1135
$101K ﹤0.01%
9,963
1136
$101K ﹤0.01%
2,039
1137
$100K ﹤0.01%
5,704
1138
$100K ﹤0.01%
573
1139
$100K ﹤0.01%
2,350
1140
$100K ﹤0.01%
81,290
1141
$99K ﹤0.01%
722
1142
$99K ﹤0.01%
1,128
1143
$99K ﹤0.01%
436
1144
$99K ﹤0.01%
+9,904
1145
$98K ﹤0.01%
2,993
1146
$98K ﹤0.01%
1,387
1147
$98K ﹤0.01%
2,855
1148
$98K ﹤0.01%
1,596
1149
$97K ﹤0.01%
150
1150
$97K ﹤0.01%
3,201
44 45
46
47 48