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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
2251
$7K ﹤0.01%
172
2252
$7K ﹤0.01%
500
2253
$7K ﹤0.01%
254
2254
$7K ﹤0.01%
175
2255
$7K ﹤0.01%
182
2256
$7K ﹤0.01%
95
2257
$7K ﹤0.01%
200
2258
$7K ﹤0.01%
239
2259
$7K ﹤0.01%
49
2260
$7K ﹤0.01%
500
2261
$7K ﹤0.01%
261
2262
$7K ﹤0.01%
69
2263
$7K ﹤0.01%
84
2264
$7K ﹤0.01%
156
2265
$7K ﹤0.01%
435
2266
$7K ﹤0.01%
34
2267
$6K ﹤0.01%
203
2268
$6K ﹤0.01%
500
2269
$6K ﹤0.01%
500
2270
$6K ﹤0.01%
200
2271
$6K ﹤0.01%
187
2272
$6K ﹤0.01%
200
2273
$6K ﹤0.01%
279
2274
$6K ﹤0.01%
606
2275
$6K ﹤0.01%
11