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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
2426
$4K ﹤0.01%
38
2427
$4K ﹤0.01%
39
2428
$4K ﹤0.01%
158
2429
$4K ﹤0.01%
60
2430
$4K ﹤0.01%
21
2431
$4K ﹤0.01%
14
2432
$4K ﹤0.01%
282
2433
$4K ﹤0.01%
670
2434
$4K ﹤0.01%
50
2435
$4K ﹤0.01%
32
2436
$4K ﹤0.01%
171
2437
$4K ﹤0.01%
165
2438
$4K ﹤0.01%
105
2439
$4K ﹤0.01%
60
2440
$4K ﹤0.01%
168
2441
$4K ﹤0.01%
76
2442
$4K ﹤0.01%
102
2443
$4K ﹤0.01%
57
2444
$4K ﹤0.01%
82
2445
$4K ﹤0.01%
33
2446
$4K ﹤0.01%
400
2447
$4K ﹤0.01%
135
2448
$4K ﹤0.01%
36
2449
$4K ﹤0.01%
263
2450
$4K ﹤0.01%
157