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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
1851
$18K ﹤0.01%
1,000
1852
$17K ﹤0.01%
221
1853
$17K ﹤0.01%
1,052
1854
$17K ﹤0.01%
1,208
1855
$17K ﹤0.01%
1,050
1856
$17K ﹤0.01%
327
1857
$17K ﹤0.01%
200
1858
$17K ﹤0.01%
782
1859
$17K ﹤0.01%
840
1860
$17K ﹤0.01%
735
1861
$17K ﹤0.01%
1,650
1862
$17K ﹤0.01%
679
1863
$17K ﹤0.01%
260
1864
$17K ﹤0.01%
1,180
1865
$17K ﹤0.01%
126
1866
$17K ﹤0.01%
108
1867
$17K ﹤0.01%
181
1868
$17K ﹤0.01%
534
1869
$17K ﹤0.01%
434
1870
$17K ﹤0.01%
150
1871
$17K ﹤0.01%
228
1872
$17K ﹤0.01%
26
1873
$17K ﹤0.01%
94
1874
$17K ﹤0.01%
263
1875
$17K ﹤0.01%
376