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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
1676
$26K ﹤0.01%
781
1677
$26K ﹤0.01%
388
1678
$25K ﹤0.01%
400
1679
$25K ﹤0.01%
585
1680
$25K ﹤0.01%
902
-6
1681
$25K ﹤0.01%
111
1682
$25K ﹤0.01%
1,143
1683
$25K ﹤0.01%
241
1684
$25K ﹤0.01%
200
1685
$25K ﹤0.01%
579
1686
$25K ﹤0.01%
1,517
1687
$25K ﹤0.01%
661
1688
$25K ﹤0.01%
517
1689
$25K ﹤0.01%
254
1690
$25K ﹤0.01%
909
1691
$25K ﹤0.01%
732
1692
$25K ﹤0.01%
495
1693
$25K ﹤0.01%
1,096
1694
$25K ﹤0.01%
258
1695
$24K ﹤0.01%
263
1696
$24K ﹤0.01%
1,116
1697
$24K ﹤0.01%
120
1698
$24K ﹤0.01%
750
1699
$24K ﹤0.01%
904
1700
$24K ﹤0.01%
292
66 67
68
69 70