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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
1501
$39K ﹤0.01%
1,545
1502
$38K ﹤0.01%
325
1503
$38K ﹤0.01%
67
1504
$38K ﹤0.01%
904
1505
$38K ﹤0.01%
979
1506
$38K ﹤0.01%
449
1507
$38K ﹤0.01%
633
1508
$38K ﹤0.01%
1,000
1509
$38K ﹤0.01%
1,548
1510
$38K ﹤0.01%
4,408
1511
$38K ﹤0.01%
1,243
1512
$38K ﹤0.01%
360
1513
$38K ﹤0.01%
818
1514
$38K ﹤0.01%
53
1515
$38K ﹤0.01%
1,857
1516
$38K ﹤0.01%
1,493
1517
$38K ﹤0.01%
1,281
1518
$38K ﹤0.01%
284
1519
$38K ﹤0.01%
903
1520
$38K ﹤0.01%
2,000
1521
$38K ﹤0.01%
385
1522
$38K ﹤0.01%
986
1523
$38K ﹤0.01%
917
1524
$37K ﹤0.01%
989
1525
$37K ﹤0.01%
3,620