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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
2301
$6K ﹤0.01%
105
2302
$6K ﹤0.01%
191
2303
$6K ﹤0.01%
223
2304
$6K ﹤0.01%
54
2305
$6K ﹤0.01%
125
2306
$6K ﹤0.01%
355
2307
$6K ﹤0.01%
329
2308
$6K ﹤0.01%
302
2309
$6K ﹤0.01%
101
2310
$6K ﹤0.01%
282
2311
$6K ﹤0.01%
404
2312
$6K ﹤0.01%
34
2313
$6K ﹤0.01%
200
2314
$6K ﹤0.01%
84
2315
$6K ﹤0.01%
187
2316
$6K ﹤0.01%
250
2317
$6K ﹤0.01%
334
2318
$6K ﹤0.01%
74
2319
$6K ﹤0.01%
393
2320
$6K ﹤0.01%
120
2321
$5K ﹤0.01%
602
2322
$5K ﹤0.01%
128
2323
$5K ﹤0.01%
467
2324
$5K ﹤0.01%
1,000
2325
$5K ﹤0.01%
84