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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
1751
$22K ﹤0.01%
856
1752
$22K ﹤0.01%
50
1753
$22K ﹤0.01%
1,056
1754
$22K ﹤0.01%
109
1755
$22K ﹤0.01%
175
1756
$22K ﹤0.01%
1,272
1757
$22K ﹤0.01%
34
1758
$22K ﹤0.01%
98
1759
$22K ﹤0.01%
150
1760
$22K ﹤0.01%
105
1761
$22K ﹤0.01%
332
1762
$22K ﹤0.01%
1,934
1763
$21K ﹤0.01%
149
1764
$21K ﹤0.01%
11
1765
$21K ﹤0.01%
295
1766
$21K ﹤0.01%
451
1767
$21K ﹤0.01%
460
1768
$21K ﹤0.01%
230
1769
$21K ﹤0.01%
576
1770
$21K ﹤0.01%
271
1771
$21K ﹤0.01%
793
1772
$21K ﹤0.01%
601
1773
$21K ﹤0.01%
108
1774
$21K ﹤0.01%
368
1775
$21K ﹤0.01%
919