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
3701
$40K ﹤0.01%
1,483
-80
3702
$40K ﹤0.01%
324
3703
$40K ﹤0.01%
190
+13
3704
$40K ﹤0.01%
+878
3705
$40K ﹤0.01%
929
-17
3706
$40K ﹤0.01%
756
+702
3707
$40K ﹤0.01%
1,422
+479
3708
$40K ﹤0.01%
359
+157
3709
$40K ﹤0.01%
2,962
3710
$40K ﹤0.01%
2,121
-1,132
3711
$40K ﹤0.01%
757
+4
3712
$39K ﹤0.01%
2,532
+47
3713
$39K ﹤0.01%
7,684
-438
3714
$39K ﹤0.01%
749
+59
3715
$39K ﹤0.01%
550
+211
3716
$39K ﹤0.01%
4,681
+2,327
3717
$39K ﹤0.01%
6,305
+2,654
3718
$39K ﹤0.01%
5,437
+3,450
3719
$39K ﹤0.01%
3,786
+3,496
3720
$39K ﹤0.01%
+1,091
3721
$39K ﹤0.01%
686
+197
3722
$39K ﹤0.01%
8,841
+2,099
3723
$39K ﹤0.01%
1,064
+988
3724
$39K ﹤0.01%
559
+84
3725
$39K ﹤0.01%
1,655
+371
147 148
149
150 151