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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
1701
$24K ﹤0.01%
525
1702
$24K ﹤0.01%
243
1703
$24K ﹤0.01%
381
1704
$24K ﹤0.01%
1,399
1705
$24K ﹤0.01%
113
1706
$24K ﹤0.01%
236
1707
$24K ﹤0.01%
181
1708
$24K ﹤0.01%
784
1709
$24K ﹤0.01%
815
1710
$24K ﹤0.01%
1,000
1711
$24K ﹤0.01%
924
1712
$24K ﹤0.01%
1,049
1713
$24K ﹤0.01%
803
1714
$24K ﹤0.01%
4,000
1715
$24K ﹤0.01%
399
1716
$24K ﹤0.01%
467
1717
$24K ﹤0.01%
310
1718
$24K ﹤0.01%
159
1719
$24K ﹤0.01%
906
1720
$23K ﹤0.01%
454
1721
$23K ﹤0.01%
275
1722
$23K ﹤0.01%
234
1723
$23K ﹤0.01%
723
1724
$23K ﹤0.01%
230
1725
$23K ﹤0.01%
380