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
4176
$18K ﹤0.01%
557
+349
4177
$18K ﹤0.01%
1,973
+39
4178
$18K ﹤0.01%
460
+219
4179
$18K ﹤0.01%
150
4180
$18K ﹤0.01%
+421
4181
$18K ﹤0.01%
530
-988
4182
$18K ﹤0.01%
69
+20
4183
$18K ﹤0.01%
3,332
+682
4184
$18K ﹤0.01%
1,289
-477
4185
$18K ﹤0.01%
3,433
-358
4186
$18K ﹤0.01%
94
+2
4187
$18K ﹤0.01%
600
+175
4188
$18K ﹤0.01%
315
4189
$18K ﹤0.01%
822
+81
4190
$18K ﹤0.01%
+747
4191
$18K ﹤0.01%
+3,512
4192
$18K ﹤0.01%
300
4193
$18K ﹤0.01%
203
+93
4194
$18K ﹤0.01%
+1,869
4195
$18K ﹤0.01%
1,848
+6
4196
$18K ﹤0.01%
608
+12
4197
$17K ﹤0.01%
2,173
+433
4198
$17K ﹤0.01%
400
4199
$17K ﹤0.01%
3,258
-1,929
4200
$17K ﹤0.01%
3,035
+2,033
166 167
168
169 170