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
3151
$80K ﹤0.01%
2,100
+1,759
3152
$80K ﹤0.01%
5,582
+1,126
3153
$80K ﹤0.01%
1,348
+400
3154
$80K ﹤0.01%
16,638
-516
3155
$80K ﹤0.01%
1,686
-226
3156
$79K ﹤0.01%
5,541
-38
3157
$79K ﹤0.01%
1,891
+483
3158
$79K ﹤0.01%
1,750
+450
3159
$79K ﹤0.01%
3,126
+925
3160
$79K ﹤0.01%
3,343
-436
3161
$79K ﹤0.01%
13,150
+828
3162
$79K ﹤0.01%
6,698
-2,038
3163
$78K ﹤0.01%
828
+159
3164
$78K ﹤0.01%
8,277
-254
3165
$78K ﹤0.01%
6,319
+3,855
3166
$78K ﹤0.01%
7,402
+4,262
3167
$78K ﹤0.01%
2,767
-408
3168
$78K ﹤0.01%
+4,707
3169
$78K ﹤0.01%
13,718
-4,857
3170
$78K ﹤0.01%
1,093
3171
$78K ﹤0.01%
15,356
-468
3172
$78K ﹤0.01%
2,981
+2,419
3173
$78K ﹤0.01%
12,808
+6
3174
$77K ﹤0.01%
3,258
+789
3175
$77K ﹤0.01%
3,707
-110
125 126
127
128 129