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
4726
$5K ﹤0.01%
1,293
+9
4727
$5K ﹤0.01%
323
-1,087
4728
$5K ﹤0.01%
173
+58
4729
$5K ﹤0.01%
4,723
-3,646
4730
$5K ﹤0.01%
412
4731
$5K ﹤0.01%
422
4732
$5K ﹤0.01%
1,499
+230
4733
$5K ﹤0.01%
1,260
+651
4734
$5K ﹤0.01%
+130
4735
$5K ﹤0.01%
4,140
+1,865
4736
$5K ﹤0.01%
934
-174
4737
$5K ﹤0.01%
172
-7
4738
$5K ﹤0.01%
222
-1,374
4739
$5K ﹤0.01%
279
-192
4740
$5K ﹤0.01%
1,161
-395
4741
$5K ﹤0.01%
407
4742
$5K ﹤0.01%
327
+12
4743
$5K ﹤0.01%
400
4744
$5K ﹤0.01%
2,803
-52,029
4745
$5K ﹤0.01%
+5,000
4746
$5K ﹤0.01%
835
4747
$5K ﹤0.01%
1,951
-17,805
4748
$5K ﹤0.01%
106
+5
4749
$5K ﹤0.01%
269
+71
4750
$5K ﹤0.01%
+207
188 189
190
191 192