Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
3,010
New
Increased
Reduced
Closed

Top Buys

1 +$2.45M
2 +$2.17M
3 +$1.92M
4
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$1.78M
5
IAU icon
iShares Gold Trust
IAU
+$1.76M

Top Sells

1 +$18.2M
2 +$11.5M
3 +$7.61M
4
TTD icon
Trade Desk
TTD
+$6.22M
5
ISCG icon
iShares Morningstar Small-Cap Growth ETF
ISCG
+$6.1M

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%
300
2202
$8K ﹤0.01%
32
2203
$8K ﹤0.01%
28
2204
$8K ﹤0.01%
7
2205
$8K ﹤0.01%
278
2206
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150
2207
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400
2208
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200
2209
$8K ﹤0.01%
93
2210
$8K ﹤0.01%
700
2211
$8K ﹤0.01%
1,007
2212
$8K ﹤0.01%
2,794
2213
$8K ﹤0.01%
12
2214
$8K ﹤0.01%
797
2215
$8K ﹤0.01%
15
2216
$8K ﹤0.01%
179
2217
$8K ﹤0.01%
300
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