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
1201
$82K ﹤0.01%
1,934
1202
$82K ﹤0.01%
2,487
1203
$81K ﹤0.01%
1,742
1204
$81K ﹤0.01%
1,408
1205
$81K ﹤0.01%
9,230
1206
$80K ﹤0.01%
327
1207
$80K ﹤0.01%
780
1208
$80K ﹤0.01%
183
1209
$80K ﹤0.01%
1,192
1210
$80K ﹤0.01%
173
1211
$80K ﹤0.01%
883
1212
$79K ﹤0.01%
2,092
1213
$79K ﹤0.01%
4,616
1214
$79K ﹤0.01%
1,615
1215
$79K ﹤0.01%
931
1216
$79K ﹤0.01%
448
1217
$79K ﹤0.01%
694
1218
$79K ﹤0.01%
2,576
1219
$78K ﹤0.01%
1,371
1220
$78K ﹤0.01%
2,388
1221
$78K ﹤0.01%
247
1222
$78K ﹤0.01%
5,525
1223
$78K ﹤0.01%
3,580
1224
$77K ﹤0.01%
908
1225
$77K ﹤0.01%
1,462
47 48
49
50 51