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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
1376
$53K ﹤0.01%
252
1377
$53K ﹤0.01%
2,553
1378
$53K ﹤0.01%
758
1379
$53K ﹤0.01%
2,262
1380
$53K ﹤0.01%
1,804
1381
$53K ﹤0.01%
+1,804
1382
$52K ﹤0.01%
630
-5,670
1383
$52K ﹤0.01%
1,991
1384
$52K ﹤0.01%
1,166
1385
$52K ﹤0.01%
298
1386
$52K ﹤0.01%
1,250
1387
$52K ﹤0.01%
390
1388
$51K ﹤0.01%
908
1389
$51K ﹤0.01%
790
1390
$51K ﹤0.01%
2,741
1391
$51K ﹤0.01%
711
1392
$50K ﹤0.01%
3,983
1393
$50K ﹤0.01%
527
1394
$50K ﹤0.01%
1,900
1395
$50K ﹤0.01%
2,962
1396
$50K ﹤0.01%
5,350
1397
$50K ﹤0.01%
1,039
1398
$50K ﹤0.01%
1,530
1399
$50K ﹤0.01%
1,009
1400
$50K ﹤0.01%
580
54 55
56
57 58