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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
1576
$32K ﹤0.01%
532
1577
$32K ﹤0.01%
275
1578
$32K ﹤0.01%
684
1579
$32K ﹤0.01%
445
1580
$32K ﹤0.01%
438
1581
$32K ﹤0.01%
136
1582
$32K ﹤0.01%
995
1583
$32K ﹤0.01%
98
1584
$32K ﹤0.01%
1,839
1585
$32K ﹤0.01%
1,325
1586
$32K ﹤0.01%
354
1587
$32K ﹤0.01%
1,142
1588
$32K ﹤0.01%
1,792
1589
$32K ﹤0.01%
518
1590
$32K ﹤0.01%
383
1591
$32K ﹤0.01%
265
1592
$32K ﹤0.01%
147
1593
$32K ﹤0.01%
896
1594
$32K ﹤0.01%
477
1595
$31K ﹤0.01%
287
1596
$31K ﹤0.01%
836
1597
$31K ﹤0.01%
1,079
1598
$31K ﹤0.01%
1,538
1599
$31K ﹤0.01%
539
1600
$31K ﹤0.01%
629