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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
2026
$12K ﹤0.01%
1,000
2027
$12K ﹤0.01%
244
2028
$12K ﹤0.01%
90
2029
$12K ﹤0.01%
480
2030
$12K ﹤0.01%
73
2031
$12K ﹤0.01%
442
2032
$12K ﹤0.01%
595
2033
$12K ﹤0.01%
235
2034
$12K ﹤0.01%
130
2035
$12K ﹤0.01%
62
2036
$12K ﹤0.01%
2,000
2037
$11K ﹤0.01%
290
2038
$11K ﹤0.01%
728
2039
$11K ﹤0.01%
1,500
2040
$11K ﹤0.01%
305
2041
$11K ﹤0.01%
230
2042
$11K ﹤0.01%
1,124
2043
$11K ﹤0.01%
204
2044
$11K ﹤0.01%
397
2045
$11K ﹤0.01%
765
2046
$11K ﹤0.01%
95
2047
$11K ﹤0.01%
328
2048
$11K ﹤0.01%
140
2049
$11K ﹤0.01%
487
2050
$11K ﹤0.01%
850