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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
1226
$77K ﹤0.01%
6,713
1227
$77K ﹤0.01%
908
1228
$77K ﹤0.01%
1,462
1229
$76K ﹤0.01%
2,914
1230
$76K ﹤0.01%
2,298
1231
$76K ﹤0.01%
1,676
1232
$76K ﹤0.01%
3,094
1233
$76K ﹤0.01%
3,038
1234
$76K ﹤0.01%
6,173
1235
$76K ﹤0.01%
1,140
1236
$76K ﹤0.01%
4,041
1237
$76K ﹤0.01%
1,218
1238
$75K ﹤0.01%
3,713
1239
$75K ﹤0.01%
10,543
1240
$75K ﹤0.01%
2,448
1241
$75K ﹤0.01%
665
1242
$74K ﹤0.01%
560
1243
$74K ﹤0.01%
1,768
1244
$74K ﹤0.01%
4,437
1245
$74K ﹤0.01%
1,352
1246
$74K ﹤0.01%
255
1247
$73K ﹤0.01%
4,105
1248
$73K ﹤0.01%
6,088
1249
$73K ﹤0.01%
702
1250
$73K ﹤0.01%
4,271
48 49
50
51 52