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
1351
$56K ﹤0.01%
1,306
1352
$56K ﹤0.01%
435
1353
$56K ﹤0.01%
791
1354
$56K ﹤0.01%
328
1355
$56K ﹤0.01%
320
1356
$55K ﹤0.01%
434
-218
1357
$55K ﹤0.01%
998
1358
$55K ﹤0.01%
4,031
1359
$55K ﹤0.01%
839
1360
$55K ﹤0.01%
1,234
1361
$55K ﹤0.01%
5,185
1362
$55K ﹤0.01%
581
1363
$55K ﹤0.01%
625
1364
$55K ﹤0.01%
1,667
1365
$55K ﹤0.01%
249
1366
$55K ﹤0.01%
2,433
1367
$55K ﹤0.01%
2,930
1368
$54K ﹤0.01%
3,413
1369
$54K ﹤0.01%
241
1370
$54K ﹤0.01%
609
1371
$54K ﹤0.01%
5,500
1372
$54K ﹤0.01%
293
1373
$53K ﹤0.01%
536
1374
$53K ﹤0.01%
850
1375
$53K ﹤0.01%
1,417
53 54
55
56 57