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
4201
$17K ﹤0.01%
814
+651
4202
$17K ﹤0.01%
1,438
+196
4203
$17K ﹤0.01%
382
4204
$17K ﹤0.01%
1,015
+15
4205
$17K ﹤0.01%
342
+52
4206
$17K ﹤0.01%
+764
4207
$17K ﹤0.01%
199
-32
4208
$17K ﹤0.01%
179
+10
4209
$17K ﹤0.01%
156
-51
4210
$17K ﹤0.01%
554
+157
4211
$17K ﹤0.01%
1,084
4212
$17K ﹤0.01%
63
+49
4213
$17K ﹤0.01%
236
-68
4214
$17K ﹤0.01%
392
-240
4215
$17K ﹤0.01%
+1,775
4216
$17K ﹤0.01%
677
+391
4217
$17K ﹤0.01%
300
4218
$17K ﹤0.01%
2,000
4219
$17K ﹤0.01%
775
+264
4220
$17K ﹤0.01%
462
4221
$17K ﹤0.01%
234
-44
4222
$17K ﹤0.01%
385
+44
4223
$17K ﹤0.01%
1,819
+792
4224
$17K ﹤0.01%
516
4225
$17K ﹤0.01%
2,018
+39
167 168
169
170 171