We are live on ! Find out more
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
1476
$41K ﹤0.01%
542
1477
$41K ﹤0.01%
640
1478
$41K ﹤0.01%
1,261
1479
$41K ﹤0.01%
562
1480
$41K ﹤0.01%
1,598
1481
$41K ﹤0.01%
308
1482
$41K ﹤0.01%
454
1483
$40K ﹤0.01%
588
1484
$40K ﹤0.01%
865
1485
$40K ﹤0.01%
669
1486
$40K ﹤0.01%
1,464
1487
$40K ﹤0.01%
758
1488
$40K ﹤0.01%
834
1489
$40K ﹤0.01%
660
1490
$40K ﹤0.01%
874
-874
1491
$40K ﹤0.01%
199
1492
$40K ﹤0.01%
1,294
1493
$40K ﹤0.01%
817
1494
$39K ﹤0.01%
1,037
1495
$39K ﹤0.01%
2,098
1496
$39K ﹤0.01%
1,160
1497
$39K ﹤0.01%
197
1498
$39K ﹤0.01%
758
1499
$39K ﹤0.01%
1,049
1500
$39K ﹤0.01%
189