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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
1326
$59K ﹤0.01%
541
1327
$59K ﹤0.01%
2,389
1328
$58K ﹤0.01%
602
1329
$58K ﹤0.01%
124
1330
$58K ﹤0.01%
904
1331
$58K ﹤0.01%
319
1332
$58K ﹤0.01%
5,489
1333
$57K ﹤0.01%
5,635
1334
$57K ﹤0.01%
1,535
1335
$57K ﹤0.01%
1,251
1336
$57K ﹤0.01%
1,269
1337
$57K ﹤0.01%
3,881
1338
$57K ﹤0.01%
649
1339
$57K ﹤0.01%
341
1340
$57K ﹤0.01%
2,285
1341
$57K ﹤0.01%
157
1342
$57K ﹤0.01%
126
1343
$57K ﹤0.01%
625
1344
$57K ﹤0.01%
752
1345
$57K ﹤0.01%
3,724
1346
$56K ﹤0.01%
3,323
1347
$56K ﹤0.01%
614
1348
$56K ﹤0.01%
152
1349
$56K ﹤0.01%
934
1350
$56K ﹤0.01%
2,095
52 53
54
55 56