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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
2176
$8K ﹤0.01%
108
2177
$8K ﹤0.01%
442
2178
$8K ﹤0.01%
500
2179
$8K ﹤0.01%
122
2180
$8K ﹤0.01%
201
2181
$8K ﹤0.01%
86
2182
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121
2183
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626
2184
$8K ﹤0.01%
178
2185
$8K ﹤0.01%
454
2186
$8K ﹤0.01%
221
2187
$8K ﹤0.01%
79
2188
$8K ﹤0.01%
66
2189
$8K ﹤0.01%
164
2190
$8K ﹤0.01%
603
2191
$8K ﹤0.01%
200
2192
$8K ﹤0.01%
300
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$8K ﹤0.01%
300
2194
$8K ﹤0.01%
32
2195
$8K ﹤0.01%
28
2196
$8K ﹤0.01%
7
2197
$8K ﹤0.01%
278
2198
$8K ﹤0.01%
150
2199
$8K ﹤0.01%
200
2200
$8K ﹤0.01%
93