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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
2051
$11K ﹤0.01%
616
2052
$11K ﹤0.01%
656
2053
$11K ﹤0.01%
191
2054
$11K ﹤0.01%
565
2055
$11K ﹤0.01%
1,105
2056
$11K ﹤0.01%
159
2057
$11K ﹤0.01%
62
2058
$11K ﹤0.01%
725
2059
$11K ﹤0.01%
209
2060
$11K ﹤0.01%
346
2061
$11K ﹤0.01%
105
2062
$11K ﹤0.01%
380
2063
$11K ﹤0.01%
117
2064
$11K ﹤0.01%
164
2065
$11K ﹤0.01%
1,199
2066
$11K ﹤0.01%
1,558
2067
$11K ﹤0.01%
88
2068
$11K ﹤0.01%
184
2069
$11K ﹤0.01%
296
2070
$11K ﹤0.01%
663
2071
$11K ﹤0.01%
300
2072
$11K ﹤0.01%
73
2073
$11K ﹤0.01%
600
2074
$11K ﹤0.01%
+165
2075
$11K ﹤0.01%
1,120