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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
2126
$10K ﹤0.01%
500
2127
$10K ﹤0.01%
1,025
2128
$10K ﹤0.01%
+1,000
2129
$9K ﹤0.01%
325
2130
$9K ﹤0.01%
1,000
2131
$9K ﹤0.01%
80
2132
$9K ﹤0.01%
21
2133
$9K ﹤0.01%
124
2134
$9K ﹤0.01%
135
2135
$9K ﹤0.01%
138
2136
$9K ﹤0.01%
194
2137
$9K ﹤0.01%
98
2138
$9K ﹤0.01%
1,000
2139
$9K ﹤0.01%
125
2140
$9K ﹤0.01%
168
2141
$9K ﹤0.01%
80
2142
$9K ﹤0.01%
224
2143
$9K ﹤0.01%
634
2144
$9K ﹤0.01%
93
2145
$9K ﹤0.01%
300
2146
$9K ﹤0.01%
334
2147
$9K ﹤0.01%
233
2148
$9K ﹤0.01%
700
2149
$9K ﹤0.01%
113
2150
$9K ﹤0.01%
269