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
5151
$1K ﹤0.01%
76
5152
$1K ﹤0.01%
323
5153
$1K ﹤0.01%
35
-153
5154
$1K ﹤0.01%
16
-240
5155
$1K ﹤0.01%
20
5156
$1K ﹤0.01%
141
+62
5157
$1K ﹤0.01%
53
5158
$1K ﹤0.01%
109
-4,717
5159
$1K ﹤0.01%
76
5160
$1K ﹤0.01%
11
5161
$1K ﹤0.01%
6
5162
$1K ﹤0.01%
32
5163
$1K ﹤0.01%
+48
5164
$1K ﹤0.01%
500
5165
$1K ﹤0.01%
+247
5166
$1K ﹤0.01%
+132
5167
$1K ﹤0.01%
+79
5168
$1K ﹤0.01%
+55
5169
$1K ﹤0.01%
84
5170
$1K ﹤0.01%
42
-373
5171
$1K ﹤0.01%
139
+22
5172
$1K ﹤0.01%
52
+1
5173
$1K ﹤0.01%
33
-287
5174
$1K ﹤0.01%
77
+36
5175
$1K ﹤0.01%
142
+22
205 206
207
208 209