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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
1251
$72K ﹤0.01%
1,554
1252
$72K ﹤0.01%
+1,393
1253
$72K ﹤0.01%
700
1254
$72K ﹤0.01%
1,979
1255
$72K ﹤0.01%
1,773
1256
$71K ﹤0.01%
2,098
1257
$71K ﹤0.01%
293
1258
$71K ﹤0.01%
3,392
1259
$71K ﹤0.01%
1,948
1260
$71K ﹤0.01%
815
1261
$70K ﹤0.01%
745
1262
$70K ﹤0.01%
100
1263
$70K ﹤0.01%
1,816
1264
$70K ﹤0.01%
2,626
1265
$70K ﹤0.01%
539
1266
$70K ﹤0.01%
153
1267
$70K ﹤0.01%
1,443
1268
$69K ﹤0.01%
2,228
1269
$69K ﹤0.01%
3,364
1270
$68K ﹤0.01%
3,649
1271
$68K ﹤0.01%
789
1272
$68K ﹤0.01%
5,916
1273
$68K ﹤0.01%
1,147
1274
$67K ﹤0.01%
840
1275
$67K ﹤0.01%
1,205
49 50
51
52 53