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
1876
$439K ﹤0.01%
17,701
+4,021
1877
$438K ﹤0.01%
19,500
1878
$437K ﹤0.01%
16,423
+1,219
1879
$437K ﹤0.01%
10,927
-735
1880
$437K ﹤0.01%
38,383
+15,702
1881
$436K ﹤0.01%
9,495
+2,717
1882
$435K ﹤0.01%
6,557
-455
1883
$434K ﹤0.01%
2,002
-1,230
1884
$434K ﹤0.01%
6,301
+1,052
1885
$433K ﹤0.01%
11,978
+1,038
1886
$433K ﹤0.01%
893
+312
1887
$432K ﹤0.01%
5,111
+162
1888
$432K ﹤0.01%
15,909
+1,591
1889
$429K ﹤0.01%
+159,067
1890
$429K ﹤0.01%
5,795
+1,712
1891
$428K ﹤0.01%
70,667
+36,243
1892
$428K ﹤0.01%
9,852
+2,777
1893
$423K ﹤0.01%
6,831
+2,605
1894
$423K ﹤0.01%
19,667
-3,581
1895
$421K ﹤0.01%
26,314
+19,241
1896
$421K ﹤0.01%
11,972
+6,221
1897
$421K ﹤0.01%
24,358
+4,907
1898
$420K ﹤0.01%
12,179
+764
1899
$418K ﹤0.01%
15,567
-1,604
1900
$417K ﹤0.01%
17,432
+32
74 75
76
77 78