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
2876
$114K ﹤0.01%
33,503
-5,613
2877
$114K ﹤0.01%
1,718
-108
2878
$114K ﹤0.01%
6,734
-7,740
2879
$114K ﹤0.01%
2,218
2880
$113K ﹤0.01%
1,540
2881
$113K ﹤0.01%
8,407
-257
2882
$113K ﹤0.01%
1,885
+461
2883
$113K ﹤0.01%
2,806
-143
2884
$113K ﹤0.01%
3,850
+200
2885
$113K ﹤0.01%
4,489
-2,438
2886
$113K ﹤0.01%
6,233
+1,546
2887
$113K ﹤0.01%
1,301
-185
2888
$113K ﹤0.01%
4,904
2889
$113K ﹤0.01%
289
+33
2890
$113K ﹤0.01%
3,160
+685
2891
$113K ﹤0.01%
1,485
+222
2892
$113K ﹤0.01%
+1,478
2893
$113K ﹤0.01%
1,930
+1,387
2894
$112K ﹤0.01%
2,420
+617
2895
$112K ﹤0.01%
1,233
+97
2896
$112K ﹤0.01%
2,110
-57
2897
$112K ﹤0.01%
3,285
+1,499
2898
$112K ﹤0.01%
17,705
+15,225
2899
$112K ﹤0.01%
1,338
+968
2900
$112K ﹤0.01%
2,026
+1,213
114 115
116
117 118