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
5101
$1K ﹤0.01%
192
+40
5102
$1K ﹤0.01%
36
5103
$1K ﹤0.01%
45
5104
$1K ﹤0.01%
18
5105
$1K ﹤0.01%
364
-18,369
5106
$1K ﹤0.01%
80
-153
5107
$1K ﹤0.01%
+83
5108
$1K ﹤0.01%
40
-16
5109
$1K ﹤0.01%
196
-258
5110
$1K ﹤0.01%
240
+13
5111
$1K ﹤0.01%
182
5112
$1K ﹤0.01%
+181
5113
$1K ﹤0.01%
13
5114
$1K ﹤0.01%
186
+22
5115
$1K ﹤0.01%
444
-247
5116
$1K ﹤0.01%
250
5117
$1K ﹤0.01%
144
-694
5118
$1K ﹤0.01%
308
5119
$1K ﹤0.01%
317
-1,023
5120
$1K ﹤0.01%
31
5121
$1K ﹤0.01%
70
-50
5122
$1K ﹤0.01%
26
5123
$1K ﹤0.01%
246
-706
5124
$1K ﹤0.01%
+86
5125
$1K ﹤0.01%
98
-872
203 204
205
206 207