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
4526
$9K ﹤0.01%
225
4527
$9K ﹤0.01%
229
-80
4528
$9K ﹤0.01%
740
-109
4529
$9K ﹤0.01%
142
-19
4530
$9K ﹤0.01%
269
+37
4531
$9K ﹤0.01%
857
+458
4532
$9K ﹤0.01%
161
-209
4533
$9K ﹤0.01%
178
-40
4534
$9K ﹤0.01%
415
4535
$9K ﹤0.01%
68
+4
4536
$9K ﹤0.01%
387
4537
$9K ﹤0.01%
458
+392
4538
$9K ﹤0.01%
266
+61
4539
$9K ﹤0.01%
+1,883
4540
$9K ﹤0.01%
237
+24
4541
$8K ﹤0.01%
2,419
+1,164
4542
$8K ﹤0.01%
279
-55
4543
$8K ﹤0.01%
1,305
+49
4544
$8K ﹤0.01%
+116
4545
$8K ﹤0.01%
3,220
4546
$8K ﹤0.01%
+226
4547
$8K ﹤0.01%
594
-1,005
4548
$8K ﹤0.01%
132
+40
4549
$8K ﹤0.01%
2,637
+1,528
4550
$8K ﹤0.01%
326
-24
180 181
182
183 184