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
1726
$557K ﹤0.01%
19,011
+2,148
1727
$556K ﹤0.01%
9,325
-400
1728
$556K ﹤0.01%
35,923
+24,767
1729
$555K ﹤0.01%
2,180
-60
1730
$553K ﹤0.01%
9,749
+725
1731
$553K ﹤0.01%
7,443
+452
1732
$552K ﹤0.01%
4,669
+111
1733
$552K ﹤0.01%
1,918
-506
1734
$552K ﹤0.01%
16,583
+15,335
1735
$549K ﹤0.01%
4,332
-596
1736
$547K ﹤0.01%
22,072
-2,394
1737
$547K ﹤0.01%
25,291
+23,324
1738
$547K ﹤0.01%
13,663
+1,178
1739
$547K ﹤0.01%
2,044
+771
1740
$547K ﹤0.01%
4,153
-62
1741
$546K ﹤0.01%
4,589
+192
1742
$546K ﹤0.01%
6,089
+429
1743
$544K ﹤0.01%
28,398
+216
1744
$544K ﹤0.01%
2,140
+225
1745
$542K ﹤0.01%
13,977
+2,761
1746
$540K ﹤0.01%
37,146
+1,606
1747
$540K ﹤0.01%
20,841
+300
1748
$540K ﹤0.01%
1,564
+395
1749
$540K ﹤0.01%
13,980
+11,647
1750
$539K ﹤0.01%
6,118
-86
68 69
70
71 72