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
1176
$89K ﹤0.01%
829
1177
$89K ﹤0.01%
2,091
1178
$89K ﹤0.01%
1,661
1179
$89K ﹤0.01%
512
1180
$88K ﹤0.01%
1,450
1181
$88K ﹤0.01%
1,263
1182
$88K ﹤0.01%
3,577
1183
$87K ﹤0.01%
15,691
1184
$87K ﹤0.01%
12,552
-289
1185
$87K ﹤0.01%
4,208
1186
$87K ﹤0.01%
1,182
1187
$86K ﹤0.01%
148
1188
$86K ﹤0.01%
1,942
1189
$85K ﹤0.01%
2,270
1190
$85K ﹤0.01%
4,677
1191
$85K ﹤0.01%
2,367
1192
$85K ﹤0.01%
9,725
1193
$84K ﹤0.01%
492
1194
$84K ﹤0.01%
686
1195
$84K ﹤0.01%
1,685
1196
$83K ﹤0.01%
1,134
1197
$83K ﹤0.01%
1,368
1198
$83K ﹤0.01%
5,184
1199
$83K ﹤0.01%
+17,182
1200
$83K ﹤0.01%
519
46 47
48
49 50