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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
$38B
AUM Growth
+$1.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,823
New
Increased
Reduced
Closed

Top Buys

1
+$534M
2
+$189M
3
+$149M
4
IDEF
iShares Defense Industrials Active ETF
IDEF
+$148M
5
BLCR icon
BlackRock Large Cap Core ETF
BLCR
+$145M

Top Sells

1
+$347M
2
+$186M
3
+$176M
4
IAU icon
iShares Gold Trust
IAU
+$109M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$108M

Sector Composition

1 Technology 9.44%
2 Financials 4.36%
3 Healthcare 4.05%
4 Industrials 3.7%
5 Consumer Discretionary 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LAMR icon
976
Lamar Advertising Co
LAMR
$15.7B
$3.38M 0.01%
26,662
-143
MKSI icon
977
MKS Inc
MKSI
$24.9B
$3.35M 0.01%
14,590
+6,897
COIN icon
978
Coinbase
COIN
$41.9B
$3.35M 0.01%
19,195
+13,191
DDEC icon
979
FT Vest US Equity Deep Buffer ETF December
DDEC
$429M
$3.35M 0.01%
75,671
+8,249
EEM icon
980
iShares MSCI Emerging Markets ETF
EEM
$29.6B
$3.34M 0.01%
58,837
+11,044
HOOD icon
981
Robinhood
HOOD
$101B
$3.34M 0.01%
48,184
-29,919
EET icon
982
ProShares Ultra MSCI Emerging Markets
EET
$40.1M
$3.34M 0.01%
39,864
+24,352
AFL icon
983
Aflac
AFL
$62.1B
$3.33M 0.01%
30,336
-24,157
IBDY icon
984
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.09B
$3.31M 0.01%
128,222
-9,535
AN icon
985
AutoNation
AN
$6.55B
$3.31M 0.01%
16,967
+2,204
OTIS icon
986
Otis Worldwide
OTIS
$28B
$3.31M 0.01%
42,932
-32,080
AVUS icon
987
Avantis US Equity ETF
AVUS
$13.9B
$3.31M 0.01%
29,743
-245
DMAY icon
988
FT Vest US Equity Deep Buffer ETF May
DMAY
$372M
$3.29M 0.01%
73,175
-5,922
VLY icon
989
Valley National Bancorp
VLY
$8.11B
$3.28M 0.01%
267,369
+106,148
JHPI icon
990
John Hancock Preferred Income ETF
JHPI
$208M
$3.28M 0.01%
145,307
+115,090
EA icon
991
Electronic Arts
EA
$51.8B
$3.28M 0.01%
16,082
+90
FNB icon
992
FNB Corp
FNB
$6.7B
$3.27M 0.01%
195,336
-54,729
LQD icon
993
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.4B
$3.26M 0.01%
29,940
+885
GPC icon
994
Genuine Parts
GPC
$17.3B
$3.26M 0.01%
30,809
+22,129
KEY icon
995
KeyCorp
KEY
$25.1B
$3.25M 0.01%
161,904
+31,168
D icon
996
Dominion Energy
D
$61.6B
$3.24M 0.01%
52,475
+1,452
INGR icon
997
Ingredion
INGR
$6.23B
$3.24M 0.01%
28,777
+1,006
GFS icon
998
GlobalFoundries
GFS
$37.8B
$3.23M 0.01%
72,513
+6,275
LHX icon
999
L3Harris
LHX
$54.2B
$3.22M 0.01%
9,343
+1,403
DTE icon
1000
DTE Energy
DTE
$31.3B
$3.22M 0.01%
21,995
-82
38 39
40
41 42