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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
2101
$10K ﹤0.01%
322
2102
$10K ﹤0.01%
111
2103
$10K ﹤0.01%
287
2104
$10K ﹤0.01%
2,265
2105
$10K ﹤0.01%
470
2106
$10K ﹤0.01%
10
2107
$10K ﹤0.01%
2,504
2108
$10K ﹤0.01%
81
2109
$10K ﹤0.01%
121
2110
$10K ﹤0.01%
300
2111
$10K ﹤0.01%
56
2112
$10K ﹤0.01%
462
2113
$10K ﹤0.01%
72
2114
$10K ﹤0.01%
196
2115
$10K ﹤0.01%
2,550
2116
$10K ﹤0.01%
324
2117
$10K ﹤0.01%
165
2118
$10K ﹤0.01%
407
2119
$10K ﹤0.01%
704
2120
$10K ﹤0.01%
253
2121
$10K ﹤0.01%
70
2122
$10K ﹤0.01%
998
2123
$10K ﹤0.01%
529
2124
$10K ﹤0.01%
225
2125
$10K ﹤0.01%
250
83 84
85
86 87