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
3776
$35K ﹤0.01%
735
-56
3777
$35K ﹤0.01%
365
-328
3778
$35K ﹤0.01%
2,511
+724
3779
$35K ﹤0.01%
2,397
+122
3780
$35K ﹤0.01%
732
+96
3781
$35K ﹤0.01%
1,321
+137
3782
$35K ﹤0.01%
568
+83
3783
$35K ﹤0.01%
2,016
+1,417
3784
$35K ﹤0.01%
1,616
-56
3785
$35K ﹤0.01%
689
3786
$35K ﹤0.01%
958
+19
3787
$35K ﹤0.01%
1,807
+10
3788
$35K ﹤0.01%
4,235
+171
3789
$35K ﹤0.01%
591
+22
3790
$35K ﹤0.01%
3,197
+376
3791
$34K ﹤0.01%
8,469
+4,038
3792
$34K ﹤0.01%
849
+466
3793
$34K ﹤0.01%
+2,126
3794
$34K ﹤0.01%
1,356
+862
3795
$34K ﹤0.01%
2,610
+1,029
3796
$34K ﹤0.01%
375
3797
$34K ﹤0.01%
5,243
+2,401
3798
$34K ﹤0.01%
760
+82
3799
$34K ﹤0.01%
+1,400
3800
$34K ﹤0.01%
165
-129
150 151
152
153 154