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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
1826
$18K ﹤0.01%
294
1827
$18K ﹤0.01%
181
1828
$18K ﹤0.01%
+430
1829
$18K ﹤0.01%
286
1830
$18K ﹤0.01%
1,000
1831
$18K ﹤0.01%
132
1832
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201
1833
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1834
$18K ﹤0.01%
547
1835
$18K ﹤0.01%
300
1836
$18K ﹤0.01%
105
1837
$18K ﹤0.01%
870
1838
$18K ﹤0.01%
159
1839
$18K ﹤0.01%
172
1840
$18K ﹤0.01%
1,800
1841
$18K ﹤0.01%
148
1842
$18K ﹤0.01%
920
1843
$18K ﹤0.01%
58
1844
$18K ﹤0.01%
262
-262
1845
0
1846
$18K ﹤0.01%
167
1847
$18K ﹤0.01%
1,000
1848
$18K ﹤0.01%
3,105
1849
$18K ﹤0.01%
1,173
1850
$18K ﹤0.01%
481