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
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
$18K ﹤0.01%
201
1833
$18K ﹤0.01%
202
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%
920
1842
$18K ﹤0.01%
58
1843
$18K ﹤0.01%
262
-262
1844
0
1845
$18K ﹤0.01%
167
1846
$18K ﹤0.01%
1,002
1847
$18K ﹤0.01%
1,000
1848
$18K ﹤0.01%
3,105
1849
$18K ﹤0.01%
1,173
1850
$18K ﹤0.01%
481