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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
2326
$5K ﹤0.01%
26
2327
$5K ﹤0.01%
137
2328
$5K ﹤0.01%
200
2329
$5K ﹤0.01%
111
2330
$5K ﹤0.01%
200
2331
$5K ﹤0.01%
81
2332
$5K ﹤0.01%
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2333
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2334
$5K ﹤0.01%
144
2335
$5K ﹤0.01%
219
2336
$5K ﹤0.01%
400
2337
$5K ﹤0.01%
687
2338
$5K ﹤0.01%
400
2339
$5K ﹤0.01%
111
2340
$5K ﹤0.01%
41
2341
$5K ﹤0.01%
43
2342
$5K ﹤0.01%
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2343
$5K ﹤0.01%
321
2344
$5K ﹤0.01%
575
2345
$5K ﹤0.01%
180
2346
$5K ﹤0.01%
91
2347
$5K ﹤0.01%
94
2348
$5K ﹤0.01%
112
2349
$5K ﹤0.01%
660
2350
$5K ﹤0.01%
600