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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
2151
$9K ﹤0.01%
234
2152
$9K ﹤0.01%
200
2153
$9K ﹤0.01%
426
2154
$9K ﹤0.01%
138
2155
$9K ﹤0.01%
87
2156
$9K ﹤0.01%
309
2157
$9K ﹤0.01%
1,150
2158
$9K ﹤0.01%
450
2159
$9K ﹤0.01%
581
2160
$9K ﹤0.01%
602
2161
$9K ﹤0.01%
187
2162
$9K ﹤0.01%
330
2163
$8K ﹤0.01%
179
2164
$8K ﹤0.01%
188
2165
$8K ﹤0.01%
174
2166
$8K ﹤0.01%
175
2167
$8K ﹤0.01%
117
2168
$8K ﹤0.01%
113
2169
$8K ﹤0.01%
108
2170
$8K ﹤0.01%
462
2171
$8K ﹤0.01%
250
2172
$8K ﹤0.01%
100
2173
$8K ﹤0.01%
269
2174
$8K ﹤0.01%
50
2175
$8K ﹤0.01%
225