We are live on ! Find out more
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
2376
$5K ﹤0.01%
34
2377
$5K ﹤0.01%
111
2378
$5K ﹤0.01%
32
2379
$5K ﹤0.01%
410
2380
$5K ﹤0.01%
101
2381
$5K ﹤0.01%
158
2382
$5K ﹤0.01%
400
2383
$5K ﹤0.01%
61
2384
$4K ﹤0.01%
40
2385
$4K ﹤0.01%
19
2386
$4K ﹤0.01%
152
2387
$4K ﹤0.01%
138
2388
$4K ﹤0.01%
75
2389
$4K ﹤0.01%
21
2390
$4K ﹤0.01%
214
2391
$4K ﹤0.01%
48
2392
$4K ﹤0.01%
218
2393
$4K ﹤0.01%
600
2394
$4K ﹤0.01%
17
2395
$4K ﹤0.01%
102
2396
$4K ﹤0.01%
37
2397
$4K ﹤0.01%
100
2398
$4K ﹤0.01%
100
2399
$4K ﹤0.01%
77
2400
$4K ﹤0.01%
90