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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
1401
$50K ﹤0.01%
4,742
1402
$50K ﹤0.01%
2,791
1403
$50K ﹤0.01%
805
1404
$49K ﹤0.01%
707
1405
$49K ﹤0.01%
1,474
1406
$49K ﹤0.01%
999
1407
$49K ﹤0.01%
337
1408
$49K ﹤0.01%
464
1409
$49K ﹤0.01%
732
1410
$49K ﹤0.01%
1,901
1411
$49K ﹤0.01%
75
1412
$49K ﹤0.01%
1,008
1413
$49K ﹤0.01%
247
1414
$49K ﹤0.01%
2,677
1415
$48K ﹤0.01%
1,074
1416
$48K ﹤0.01%
469
1417
$48K ﹤0.01%
502
1418
$47K ﹤0.01%
813
1419
$47K ﹤0.01%
145
1420
$47K ﹤0.01%
820
1421
$47K ﹤0.01%
424
1422
$47K ﹤0.01%
10,100
1423
$47K ﹤0.01%
552
1424
$47K ﹤0.01%
965
1425
$47K ﹤0.01%
892
55 56
57
58 59