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
3651
$43K ﹤0.01%
7,492
3652
$42K ﹤0.01%
130
+6
3653
$42K ﹤0.01%
6,130
-1,467
3654
$42K ﹤0.01%
5,407
+13
3655
$42K ﹤0.01%
1,060
+609
3656
$42K ﹤0.01%
10,230
-4,985
3657
$42K ﹤0.01%
2,225
-831
3658
$42K ﹤0.01%
1,594
+1,231
3659
$42K ﹤0.01%
+757
3660
$42K ﹤0.01%
1,077
+129
3661
$42K ﹤0.01%
263
+3
3662
$42K ﹤0.01%
1,881
-1,102
3663
$42K ﹤0.01%
5,462
-12,321
3664
$42K ﹤0.01%
+867
3665
$42K ﹤0.01%
12,885
-61
3666
$41K ﹤0.01%
4,162
-480
3667
$41K ﹤0.01%
2,444
+1,988
3668
$41K ﹤0.01%
1,431
-467
3669
$41K ﹤0.01%
88
-41
3670
$41K ﹤0.01%
1,276
+222
3671
$41K ﹤0.01%
612
-17
3672
$41K ﹤0.01%
1,125
-6
3673
$41K ﹤0.01%
4,870
-35
3674
$41K ﹤0.01%
10,384
+9,464
3675
$41K ﹤0.01%
119
+19
145 146
147
148 149