Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
3,010
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.17M
3
+$1.92M
4
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$1.78M
5
IAU icon
iShares Gold Trust
IAU
+$1.76M

Top Sells

1
+$18.2M
2
+$11.5M
3
+$7.61M
4
TTD icon
Trade Desk
TTD
+$6.22M
5
ISCG icon
iShares Morningstar Small-Cap Growth ETF
ISCG
+$6.1M

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
2101
$10K ﹤0.01%
+1,000
2102
$10K ﹤0.01%
238
2103
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590
2104
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154
2105
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333
2106
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322
2107
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111
2108
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287
2109
$10K ﹤0.01%
2,265
2110
$10K ﹤0.01%
470
2111
$10K ﹤0.01%
10
2112
$10K ﹤0.01%
2,504
2113
$10K ﹤0.01%
81
2114
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121
2115
$10K ﹤0.01%
300
2116
$10K ﹤0.01%
56
2117
$10K ﹤0.01%
462
2118
$10K ﹤0.01%
72
2119
$10K ﹤0.01%
196
2120
$10K ﹤0.01%
2,550
2121
$10K ﹤0.01%
324
2122
$10K ﹤0.01%
165
2123
$10K ﹤0.01%
407
2124
$10K ﹤0.01%
704
2125
$10K ﹤0.01%
253
83 84
85
86 87