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
1151
$1.73M 0.01%
22,359
-1,209
1152
$1.73M 0.01%
5,094
-391
1153
$1.73M 0.01%
47,968
+29,257
1154
$1.73M 0.01%
340,305
+313,803
1155
$1.72M 0.01%
31,228
+15,478
1156
$1.71M 0.01%
43,236
-283,175
1157
$1.71M 0.01%
37,677
+30,958
1158
$1.71M 0.01%
20,475
+20,416
1159
$1.7M 0.01%
25,814
+1,923
1160
$1.7M 0.01%
4,930
-209
1161
$1.69M 0.01%
25,265
+743
1162
$1.69M 0.01%
20,649
+6,361
1163
$1.69M 0.01%
16,068
+599
1164
$1.68M 0.01%
34,581
-1,638
1165
$1.68M 0.01%
29,250
+8,552
1166
$1.67M 0.01%
65,660
+7,416
1167
$1.66M 0.01%
36,965
+3,040
1168
$1.66M 0.01%
35,396
-845
1169
$1.66M 0.01%
42,000
+391
1170
$1.66M 0.01%
32,156
+18,618
1171
$1.65M 0.01%
67,798
-20,146
1172
$1.65M 0.01%
52,489
+17,675
1173
$1.65M 0.01%
12,733
-3,027
1174
$1.65M 0.01%
166,850
+51,134
1175
$1.65M 0.01%
1,793
+61
45 46
47
48 49