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
1876
$17K ﹤0.01%
150
1877
$17K ﹤0.01%
126
1878
$17K ﹤0.01%
108
1879
$17K ﹤0.01%
840
1880
$17K ﹤0.01%
735
1881
$17K ﹤0.01%
1,650
1882
$16K ﹤0.01%
213
1883
$16K ﹤0.01%
950
1884
$16K ﹤0.01%
300
1885
$16K ﹤0.01%
593
1886
$16K ﹤0.01%
108
1887
$16K ﹤0.01%
502
1888
$16K ﹤0.01%
775
1889
$16K ﹤0.01%
53
1890
$16K ﹤0.01%
95
1891
$16K ﹤0.01%
181
1892
$16K ﹤0.01%
745
1893
$16K ﹤0.01%
120
1894
$16K ﹤0.01%
112
1895
$16K ﹤0.01%
312
1896
$16K ﹤0.01%
360
1897
$16K ﹤0.01%
2,002
1898
$16K ﹤0.01%
657
1899
$16K ﹤0.01%
166
1900
$16K ﹤0.01%
731
74 75
76
77 78