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
3926
$28K ﹤0.01%
1,743
+56
3927
$28K ﹤0.01%
609
+164
3928
$28K ﹤0.01%
2,839
3929
$28K ﹤0.01%
4,479
-952
3930
$28K ﹤0.01%
4,773
-366
3931
$28K ﹤0.01%
+424
3932
$28K ﹤0.01%
5,952
-1,211
3933
$27K ﹤0.01%
620
+79
3934
$27K ﹤0.01%
511
-186
3935
$27K ﹤0.01%
584
+166
3936
$27K ﹤0.01%
270
-42
3937
$27K ﹤0.01%
+1,042
3938
$27K ﹤0.01%
2,419
3939
$27K ﹤0.01%
1,091
-95
3940
$27K ﹤0.01%
489
+37
3941
$27K ﹤0.01%
304
3942
$27K ﹤0.01%
2,579
3943
$27K ﹤0.01%
84
-41
3944
$27K ﹤0.01%
5,041
3945
$27K ﹤0.01%
1,745
+138
3946
$27K ﹤0.01%
3,837
+3,002
3947
$27K ﹤0.01%
+2,013
3948
$27K ﹤0.01%
414
-38
3949
$27K ﹤0.01%
646
3950
$27K ﹤0.01%
3,675
+1,310
156 157
158
159 160