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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
1151
$97K ﹤0.01%
1,082
1152
$97K ﹤0.01%
290
1153
$97K ﹤0.01%
2,359
1154
$97K ﹤0.01%
550
1155
$97K ﹤0.01%
1,000
1156
$96K ﹤0.01%
2,446
1157
$96K ﹤0.01%
4,778
1158
$96K ﹤0.01%
2,403
1159
$95K ﹤0.01%
4,827
1160
$95K ﹤0.01%
1,650
1161
$94K ﹤0.01%
1,092
1162
$92K ﹤0.01%
831
1163
$92K ﹤0.01%
2,494
1164
$91K ﹤0.01%
+1,208
1165
$91K ﹤0.01%
2,273
1166
$91K ﹤0.01%
1,317
1167
$91K ﹤0.01%
7,710
1168
$91K ﹤0.01%
560
1169
$91K ﹤0.01%
2,786
1170
$91K ﹤0.01%
10,685
1171
$90K ﹤0.01%
3,125
1172
$90K ﹤0.01%
1,264
1173
$90K ﹤0.01%
1,924
1174
$90K ﹤0.01%
13,424
1175
$89K ﹤0.01%
1,332
-3,996
45 46
47
48 49