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
$33.2B
AUM Growth
+$4.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,634
New
Increased
Reduced
Closed

Top Buys

1
+$207M
2
+$80.7M
3
+$80.5M
4
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$69.9M
5
NVDA icon
NVIDIA
NVDA
+$57.2M

Top Sells

1
+$150M
2
+$141M
3
+$51M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$26.2M
5
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$24.1M

Sector Composition

1 Technology 10.44%
2 Financials 4.48%
3 Healthcare 3.56%
4 Consumer Discretionary 3.51%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$193K ﹤0.01%
1,458
+60
2477
$192K ﹤0.01%
4,791
-495
2478
$192K ﹤0.01%
120,906
+10,252
2479
$192K ﹤0.01%
1,445
-73
2480
$192K ﹤0.01%
25,908
-2,418
2481
$192K ﹤0.01%
4,918
2482
$191K ﹤0.01%
55,066
+9,646
2483
$191K ﹤0.01%
3,095
+1,184
2484
$191K ﹤0.01%
383
+227
2485
$190K ﹤0.01%
5,391
2486
$190K ﹤0.01%
899
+333
2487
$190K ﹤0.01%
2,885
+7
2488
$190K ﹤0.01%
12,165
+7,542
2489
$189K ﹤0.01%
5,468
-1,147
2490
$189K ﹤0.01%
13,128
+7,861
2491
$189K ﹤0.01%
11,306
-2,629
2492
$189K ﹤0.01%
2,276
+9
2493
$189K ﹤0.01%
10,504
-1,161
2494
$188K ﹤0.01%
3,735
+1,332
2495
$188K ﹤0.01%
4,459
+426
2496
$188K ﹤0.01%
9,715
+3,208
2497
$188K ﹤0.01%
15,079
+1,360
2498
$188K ﹤0.01%
12,378
+5,361
2499
$187K ﹤0.01%
14,500
2500
$187K ﹤0.01%
16,093
-20,739
98 99
100
101 102