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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
2401
$4K ﹤0.01%
59
2402
$4K ﹤0.01%
36
2403
$4K ﹤0.01%
30
2404
$4K ﹤0.01%
50
2405
$4K ﹤0.01%
84
2406
$4K ﹤0.01%
100
2407
$4K ﹤0.01%
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2408
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2409
$4K ﹤0.01%
80
2410
$4K ﹤0.01%
40
2411
$4K ﹤0.01%
1,000
2412
$4K ﹤0.01%
207
2413
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100
2414
$4K ﹤0.01%
60
2415
$4K ﹤0.01%
100
2416
$4K ﹤0.01%
528
2417
$4K ﹤0.01%
181
2418
$4K ﹤0.01%
21
2419
$4K ﹤0.01%
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2420
$4K ﹤0.01%
52
2421
$4K ﹤0.01%
83
2422
$4K ﹤0.01%
79
2423
$4K ﹤0.01%
130
2424
$4K ﹤0.01%
136
2425
$4K ﹤0.01%
52