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
1926
$15K ﹤0.01%
470
1927
$15K ﹤0.01%
246
1928
$15K ﹤0.01%
+160
1929
$15K ﹤0.01%
719
1930
$15K ﹤0.01%
317
1931
$15K ﹤0.01%
273
1932
$15K ﹤0.01%
506
1933
$15K ﹤0.01%
200
1934
$15K ﹤0.01%
380
1935
$15K ﹤0.01%
400
1936
$15K ﹤0.01%
216
-648
1937
$15K ﹤0.01%
2,000
1938
$15K ﹤0.01%
332
1939
$15K ﹤0.01%
337
1940
$15K ﹤0.01%
2,394
1941
$15K ﹤0.01%
967
1942
$15K ﹤0.01%
418
1943
$15K ﹤0.01%
90
1944
$15K ﹤0.01%
859
1945
$15K ﹤0.01%
3,504
1946
$14K ﹤0.01%
305
1947
$14K ﹤0.01%
346
1948
$14K ﹤0.01%
211
1949
$14K ﹤0.01%
506
1950
$14K ﹤0.01%
175