Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
3,010
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.17M
3
+$1.92M
4
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$1.78M
5
IAU icon
iShares Gold Trust
IAU
+$1.76M

Top Sells

1
+$18.2M
2
+$11.5M
3
+$7.61M
4
TTD icon
Trade Desk
TTD
+$6.22M
5
ISCG icon
iShares Morningstar Small-Cap Growth ETF
ISCG
+$6.1M

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
1726
$23K ﹤0.01%
380
1727
$23K ﹤0.01%
253
1728
$23K ﹤0.01%
176
1729
$23K ﹤0.01%
589
1730
$23K ﹤0.01%
249
1731
$23K ﹤0.01%
650
1732
$23K ﹤0.01%
851
1733
$23K ﹤0.01%
73
1734
$23K ﹤0.01%
1,000
1735
$23K ﹤0.01%
147
1736
$23K ﹤0.01%
1,000
1737
$23K ﹤0.01%
601
1738
$22K ﹤0.01%
433
1739
$22K ﹤0.01%
350
1740
$22K ﹤0.01%
300
1741
$22K ﹤0.01%
872
1742
$22K ﹤0.01%
524
1743
$22K ﹤0.01%
153
1744
$22K ﹤0.01%
814
1745
$22K ﹤0.01%
105
1746
$22K ﹤0.01%
332
1747
$22K ﹤0.01%
1,934
1748
$22K ﹤0.01%
23
1749
$22K ﹤0.01%
265
1750
$22K ﹤0.01%
172
68 69
70
71 72