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
4951
$3K ﹤0.01%
533
-45
4952
$3K ﹤0.01%
+187
4953
$3K ﹤0.01%
123
+8
4954
$3K ﹤0.01%
85
+49
4955
$3K ﹤0.01%
74
4956
$2K ﹤0.01%
+80
4957
$2K ﹤0.01%
44
4958
$2K ﹤0.01%
311
+56
4959
$2K ﹤0.01%
560
-48
4960
$2K ﹤0.01%
92
4961
$2K ﹤0.01%
42
+22
4962
$2K ﹤0.01%
49
-31
4963
$2K ﹤0.01%
1,395
-6,150
4964
$2K ﹤0.01%
631
+157
4965
$2K ﹤0.01%
+52
4966
$2K ﹤0.01%
367
4967
$2K ﹤0.01%
+21
4968
$2K ﹤0.01%
+19
4969
$2K ﹤0.01%
285
-97
4970
$2K ﹤0.01%
138
4971
$2K ﹤0.01%
+35
4972
$2K ﹤0.01%
266
-4,900
4973
$2K ﹤0.01%
+1,337
4974
$2K ﹤0.01%
74
-5
4975
$2K ﹤0.01%
1,783
197 198
199
200 201