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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
2201
$8K ﹤0.01%
700
2202
$8K ﹤0.01%
1,007
2203
$8K ﹤0.01%
2,794
2204
$8K ﹤0.01%
12
2205
$8K ﹤0.01%
797
2206
$8K ﹤0.01%
15
2207
$8K ﹤0.01%
420
2208
$8K ﹤0.01%
453
2209
$8K ﹤0.01%
109
2210
$8K ﹤0.01%
521
2211
$8K ﹤0.01%
147
2212
$8K ﹤0.01%
301
2213
$8K ﹤0.01%
390
2214
$8K ﹤0.01%
38
2215
$8K ﹤0.01%
+200
2216
$8K ﹤0.01%
100
2217
$8K ﹤0.01%
400
2218
$7K ﹤0.01%
1,965
2219
$7K ﹤0.01%
105
2220
$7K ﹤0.01%
500
2221
$7K ﹤0.01%
112
2222
$7K ﹤0.01%
149
2223
$7K ﹤0.01%
200
-200
2224
$7K ﹤0.01%
700
2225
$7K ﹤0.01%
88