Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
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 +$217M
2 +$85.7M
3 +$83.7M
4
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$75.7M
5
IAU icon
iShares Gold Trust
IAU
+$62.5M

Sector Composition

1 Technology 10.44%
2 Financials 4.47%
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
YPF icon
5076
YPF
YPF
$13.8B
$1K ﹤0.01%
45
-189
GCTS
5077
GCT Semiconductor Holding
GCTS
$81.7M
$1K ﹤0.01%
867
-1,929
LPA
5078
Logistic Properties of the Americas
LPA
$94.2M
$1K ﹤0.01%
+127
ETHU
5079
2x Ether ETF
ETHU
$1.52B
$1K ﹤0.01%
4
SCUS
5080
Schwab Ultra-Short Income ETF
SCUS
$179M
$1K ﹤0.01%
+20
CURR
5081
Currenc Group
CURR
$135M
$1K ﹤0.01%
+822
GPUS
5082
Hyperscale Data Inc
GPUS
$90.3M
$1K ﹤0.01%
+1,398
ILLR
5083
Triller Group Inc
ILLR
$112M
$1K ﹤0.01%
1,530
+1,035
MAGN
5084
Magnera Corp
MAGN
$520M
$1K ﹤0.01%
124
-194
PAMT
5085
PAMT Corp
PAMT
$229M
$1K ﹤0.01%
104
+23
ATLN
5086
Atlantic International
ATLN
$88.4M
$1K ﹤0.01%
+271
LUCK
5087
Lucky Strike Entertainment
LUCK
$1.27B
$1K ﹤0.01%
89
-1,620
PVLA
5088
Palvella Therapeutics
PVLA
$1.05B
$1K ﹤0.01%
+17
VOYG
5089
Voyager Technologies
VOYG
$1.41B
$1K ﹤0.01%
+30
PLT
5090
Defiance Leveraged Long Income PLTR ETF
PLT
$4.18M
$1K ﹤0.01%
+52
ELVR
5091
Elevra Lithium Ltd
ELVR
$754M
$1K ﹤0.01%
+36
NTSK
5092
Netskope Inc
NTSK
$7.88B
$1K ﹤0.01%
+50
WLKP icon
5093
Westlake Chemical Partners
WLKP
$677M
$1K ﹤0.01%
65
ABAT icon
5094
American Battery Technology Co
ABAT
$521M
$1K ﹤0.01%
220
+153
ABOS icon
5095
Acumen Pharmaceuticals
ABOS
$125M
$1K ﹤0.01%
744
-3,392
ACES icon
5096
ALPS Clean Energy ETF
ACES
$107M
$1K ﹤0.01%
+22
ACRS icon
5097
Aclaris Therapeutics
ACRS
$343M
$1K ﹤0.01%
+275
AOUT icon
5098
American Outdoor Brands
AOUT
$96.9M
$1K ﹤0.01%
133
+93
ARL icon
5099
American Realty Investors
ARL
$260M
$1K ﹤0.01%
63
-1
ASND icon
5100
Ascendis Pharma
ASND
$13B
$1K ﹤0.01%
+4