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
4601
$7K ﹤0.01%
230
4602
$7K ﹤0.01%
+1,058
4603
$7K ﹤0.01%
1,313
+99
4604
$7K ﹤0.01%
810
-23
4605
$7K ﹤0.01%
2,196
-1,484
4606
$7K ﹤0.01%
453
+13
4607
$7K ﹤0.01%
+146
4608
$7K ﹤0.01%
94
-1,809
4609
$7K ﹤0.01%
+151
4610
$7K ﹤0.01%
309
+40
4611
$7K ﹤0.01%
183
+85
4612
$7K ﹤0.01%
589
4613
$7K ﹤0.01%
123
4614
$7K ﹤0.01%
198
4615
$7K ﹤0.01%
2,890
4616
$7K ﹤0.01%
252
4617
$7K ﹤0.01%
489
4618
$7K ﹤0.01%
3,517
-371
4619
$7K ﹤0.01%
918
+30
4620
$7K ﹤0.01%
840
+177
4621
$7K ﹤0.01%
966
4622
$7K ﹤0.01%
+1,220
4623
$7K ﹤0.01%
+610
4624
$7K ﹤0.01%
126
-120
4625
$7K ﹤0.01%
1,294
-1,532
183 184
185
186 187