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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
1626
$29K ﹤0.01%
3,291
1627
$29K ﹤0.01%
880
1628
$29K ﹤0.01%
344
1629
$29K ﹤0.01%
190
1630
$29K ﹤0.01%
11,000
1631
$29K ﹤0.01%
1,995
1632
$28K ﹤0.01%
750
1633
$28K ﹤0.01%
183
1634
$28K ﹤0.01%
316
1635
$28K ﹤0.01%
719
1636
$28K ﹤0.01%
379
1637
$28K ﹤0.01%
648
1638
$28K ﹤0.01%
702
1639
$28K ﹤0.01%
690
1640
– –
0
1641
$28K ﹤0.01%
87
1642
$28K ﹤0.01%
2,000
1643
$28K ﹤0.01%
300
1644
$28K ﹤0.01%
1,342
1645
$28K ﹤0.01%
+572
1646
$28K ﹤0.01%
3,000
1647
$28K ﹤0.01%
384
1648
$28K ﹤0.01%
3,600
1649
$28K ﹤0.01%
200
1650
$28K ﹤0.01%
1,156
64 65
66
67 68