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
1851
$18K ﹤0.01%
1,000
1852
$17K ﹤0.01%
434
1853
$17K ﹤0.01%
221
1854
$17K ﹤0.01%
1,052
1855
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1856
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1857
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1858
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1859
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1860
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1861
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376
1862
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1863
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655
1864
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1865
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1866
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1867
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1868
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1,036
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$17K ﹤0.01%
1,050
1870
$17K ﹤0.01%
327
1871
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200
1872
$17K ﹤0.01%
782
1873
$17K ﹤0.01%
679
1874
$17K ﹤0.01%
260
1875
$17K ﹤0.01%
1,180