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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
1651
$28K ﹤0.01%
298
1652
$27K ﹤0.01%
433
1653
$27K ﹤0.01%
827
1654
$27K ﹤0.01%
1,181
1655
$27K ﹤0.01%
235
1656
$27K ﹤0.01%
500
1657
$27K ﹤0.01%
1,500
1658
$27K ﹤0.01%
1,255
1659
$27K ﹤0.01%
485
1660
$27K ﹤0.01%
2,007
1661
$27K ﹤0.01%
1,038
1662
$27K ﹤0.01%
143
1663
$27K ﹤0.01%
1,205
1664
$27K ﹤0.01%
1,784
1665
$26K ﹤0.01%
198
1666
$26K ﹤0.01%
954
1667
$26K ﹤0.01%
773
1668
$26K ﹤0.01%
624
1669
$26K ﹤0.01%
253
1670
$26K ﹤0.01%
779
1671
$26K ﹤0.01%
401
1672
$26K ﹤0.01%
202
1673
$26K ﹤0.01%
168
1674
$26K ﹤0.01%
429
1675
$26K ﹤0.01%
530
65 66
67
68 69