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
1901
$16K ﹤0.01%
1,731
1902
$16K ﹤0.01%
529
1903
$16K ﹤0.01%
198
1904
$16K ﹤0.01%
489
1905
$16K ﹤0.01%
612
1906
$16K ﹤0.01%
30
1907
$16K ﹤0.01%
334
1908
$16K ﹤0.01%
4,108
1909
$15K ﹤0.01%
500
1910
$15K ﹤0.01%
401
1911
$15K ﹤0.01%
162
1912
$15K ﹤0.01%
194
1913
$15K ﹤0.01%
148
1914
$15K ﹤0.01%
569
1915
$15K ﹤0.01%
189
1916
$15K ﹤0.01%
62
1917
$15K ﹤0.01%
658
1918
$15K ﹤0.01%
586
1919
$15K ﹤0.01%
450
1920
$15K ﹤0.01%
325
1921
$15K ﹤0.01%
267
1922
$15K ﹤0.01%
188
1923
$15K ﹤0.01%
663
1924
$15K ﹤0.01%
224
1925
$15K ﹤0.01%
260
75 76
77
78 79