We are live on ! Find out more
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
2076
$11K ﹤0.01%
150
2077
$11K ﹤0.01%
297
2078
$11K ﹤0.01%
23
+17
2079
$10K ﹤0.01%
134
2080
$10K ﹤0.01%
104
2081
$10K ﹤0.01%
137
2082
$10K ﹤0.01%
861
2083
$10K ﹤0.01%
189
2084
$10K ﹤0.01%
1,480
2085
$10K ﹤0.01%
400
2086
$10K ﹤0.01%
535
2087
$10K ﹤0.01%
237
2088
$10K ﹤0.01%
460
2089
$10K ﹤0.01%
584
2090
$10K ﹤0.01%
104
2091
$10K ﹤0.01%
20
2092
$10K ﹤0.01%
210
2093
$10K ﹤0.01%
500
2094
$10K ﹤0.01%
342
2095
$10K ﹤0.01%
47
2096
$10K ﹤0.01%
+1,000
2097
$10K ﹤0.01%
238
2098
$10K ﹤0.01%
590
2099
$10K ﹤0.01%
154
2100
$10K ﹤0.01%
333
82 83
84
85 86