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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
2351
$5K ﹤0.01%
70
2352
$5K ﹤0.01%
72
2353
$5K ﹤0.01%
500
2354
$5K ﹤0.01%
477
2355
$5K ﹤0.01%
85
2356
$5K ﹤0.01%
100
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16
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$5K ﹤0.01%
234
2360
$5K ﹤0.01%
300
2361
$5K ﹤0.01%
36
2362
$5K ﹤0.01%
100
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$5K ﹤0.01%
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2364
$5K ﹤0.01%
2,048
2365
$5K ﹤0.01%
300
2366
$5K ﹤0.01%
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2367
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2368
$5K ﹤0.01%
382
2369
$5K ﹤0.01%
300
2370
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125
2371
$5K ﹤0.01%
100
2372
$5K ﹤0.01%
796
2373
$5K ﹤0.01%
200
2374
$5K ﹤0.01%
384
2375
$5K ﹤0.01%
93