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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
1801
$20K ﹤0.01%
176
1802
$20K ﹤0.01%
585
1803
$20K ﹤0.01%
17
1804
$20K ﹤0.01%
2,000
1805
$20K ﹤0.01%
800
1806
$20K ﹤0.01%
500
1807
$20K ﹤0.01%
1,076
1808
$19K ﹤0.01%
358
1809
$19K ﹤0.01%
4,205
+3,364
1810
$19K ﹤0.01%
200
1811
$19K ﹤0.01%
300
1812
$19K ﹤0.01%
683
1813
$19K ﹤0.01%
463
-116
1814
$19K ﹤0.01%
1,000
1815
$19K ﹤0.01%
100
1816
$19K ﹤0.01%
499
1817
$19K ﹤0.01%
380
1818
$19K ﹤0.01%
126
1819
$19K ﹤0.01%
1,103
1820
$19K ﹤0.01%
350
1821
$19K ﹤0.01%
347
1822
$19K ﹤0.01%
700
1823
$18K ﹤0.01%
1,002
1824
$18K ﹤0.01%
469
1825
$18K ﹤0.01%
208
71 72
73
74 75