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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
1951
$14K ﹤0.01%
840
1952
$14K ﹤0.01%
1,292
1953
$14K ﹤0.01%
1,722
1954
$14K ﹤0.01%
302
1955
$14K ﹤0.01%
193
1956
$14K ﹤0.01%
127
1957
$14K ﹤0.01%
160
1958
$14K ﹤0.01%
1,031
1959
$14K ﹤0.01%
54
1960
$14K ﹤0.01%
1,000
1961
$14K ﹤0.01%
1,463
1962
$14K ﹤0.01%
1,470
1963
$14K ﹤0.01%
1,064
1964
$14K ﹤0.01%
164
1965
$14K ﹤0.01%
793
1966
$14K ﹤0.01%
394
1967
$13K ﹤0.01%
270
1968
$13K ﹤0.01%
126
1969
$13K ﹤0.01%
1,233
1970
$13K ﹤0.01%
1,417
1971
$13K ﹤0.01%
491
1972
$13K ﹤0.01%
579
1973
$13K ﹤0.01%
109
1974
$13K ﹤0.01%
229
1975
$13K ﹤0.01%
733