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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
2276
$6K ﹤0.01%
85
2277
$6K ﹤0.01%
134
2278
$6K ﹤0.01%
34
2279
$6K ﹤0.01%
100
2280
$6K ﹤0.01%
5
2281
$6K ﹤0.01%
67
2282
$6K ﹤0.01%
241
2283
$6K ﹤0.01%
60
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$6K ﹤0.01%
40
2285
$6K ﹤0.01%
300
2286
$6K ﹤0.01%
53
2287
$6K ﹤0.01%
99
2288
$6K ﹤0.01%
+179
2289
$6K ﹤0.01%
108
2290
$6K ﹤0.01%
26
2291
$6K ﹤0.01%
196
2292
$6K ﹤0.01%
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$6K ﹤0.01%
5
2294
$6K ﹤0.01%
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2295
$6K ﹤0.01%
235
2296
$6K ﹤0.01%
22
2297
$6K ﹤0.01%
676
2298
$6K ﹤0.01%
147
2299
$6K ﹤0.01%
202
2300
$6K ﹤0.01%
136