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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
1976
$13K ﹤0.01%
122
1977
$13K ﹤0.01%
400
1978
$13K ﹤0.01%
220
1979
$13K ﹤0.01%
100
1980
$13K ﹤0.01%
602
1981
$13K ﹤0.01%
72
1982
$13K ﹤0.01%
341
1983
$13K ﹤0.01%
330
1984
$13K ﹤0.01%
2,200
1985
$13K ﹤0.01%
297
1986
$13K ﹤0.01%
343
1987
$13K ﹤0.01%
100
1988
$13K ﹤0.01%
232
1989
$13K ﹤0.01%
266
1990
$13K ﹤0.01%
320
1991
$13K ﹤0.01%
169
1992
$13K ﹤0.01%
96
1993
$13K ﹤0.01%
388
1994
$13K ﹤0.01%
558
1995
$13K ﹤0.01%
1,829
1996
$13K ﹤0.01%
1,569
1997
$13K ﹤0.01%
471
1998
$13K ﹤0.01%
701
1999
$13K ﹤0.01%
130
2000
$13K ﹤0.01%
688