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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
$36.9B
AUM Growth
+$3.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,736
New
Increased
Reduced
Closed

Top Buys

1
+$147M
2
+$100M
3
+$90.1M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$85.4M
5
VUG icon
Vanguard Growth ETF
VUG
+$60.7M

Top Sells

1
+$197M
2
+$65.4M
3
+$64.3M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$34.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$23.9M

Sector Composition

1 Technology 10.22%
2 Financials 4.49%
3 Healthcare 4.02%
4 Consumer Discretionary 3.45%
5 Industrials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AIRO
4926
AIRO Group Holdings
AIRO
$216M
$4K ﹤0.01%
+428
LUCD icon
4927
Lucid Diagnostics
LUCD
$200M
$4K ﹤0.01%
3,240
-212
LVWR icon
4928
LiveWire
LVWR
$258M
$4K ﹤0.01%
821
+3
MJ icon
4929
Amplify Alternative Harvest ETF
MJ
$117M
$4K ﹤0.01%
127
+25
OPFI icon
4930
OppFi
OPFI
$804M
$4K ﹤0.01%
367
+18
PAYS icon
4931
Paysign
PAYS
$465M
$4K ﹤0.01%
704
-902
ETOR
4932
eToro Group
ETOR
$3.24B
$4K ﹤0.01%
+114
AKBA icon
4933
Akebia Therapeutics
AKBA
$298M
$3K ﹤0.01%
1,588
-21,035
AOMR
4934
Angel Oak Mortgage REIT
AOMR
$223M
$3K ﹤0.01%
379
-1,074
AOUT icon
4935
American Outdoor Brands
AOUT
$169M
$3K ﹤0.01%
335
+202
ATOM icon
4936
Atomera
ATOM
$295M
$3K ﹤0.01%
1,195
+1,140
ATXS
4937
DELISTED
Astria Therapeutics
ATXS
$3K ﹤0.01%
199
+7
BITX icon
4938
2x Bitcoin Strategy ETF
BITX
$812M
$3K ﹤0.01%
100
BLFS icon
4939
BioLife Solutions
BLFS
$1.38B
$3K ﹤0.01%
139
-19
BRID icon
4940
Bridgford Foods
BRID
$59.5M
$3K ﹤0.01%
+327
BWX icon
4941
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.38B
$3K ﹤0.01%
+121
CDXS icon
4942
Codexis
CDXS
$212M
$3K ﹤0.01%
1,794
-2,499
CFFI icon
4943
C&F Financial
CFFI
$271M
$3K ﹤0.01%
43
+8
CIA icon
4944
Citizens
CIA
$312M
$3K ﹤0.01%
534
+353
CLMB icon
4945
Climb Global Solutions
CLMB
$418M
$3K ﹤0.01%
104
CMDY icon
4946
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$521M
$3K ﹤0.01%
62
-423
CXDO icon
4947
Crexendo
CXDO
$242M
$3K ﹤0.01%
390
+139
DAVA icon
4948
Endava
DAVA
$147M
$3K ﹤0.01%
532
+462
DMRC icon
4949
Digimarc Corp
DMRC
$176M
$3K ﹤0.01%
476
+378
DNTH icon
4950
Dianthus Therapeutics
DNTH
$5.23B
$3K ﹤0.01%
62
+1
196 197
198
199 200