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
2126
$303K ﹤0.01%
8,045
-5
2127
$303K ﹤0.01%
4,928
+2,231
2128
$303K ﹤0.01%
5,110
+2,842
2129
$302K ﹤0.01%
18,105
-2,503
2130
$302K ﹤0.01%
5,673
+2,288
2131
$302K ﹤0.01%
18,834
+3,962
2132
$302K ﹤0.01%
2,733
-154
2133
$302K ﹤0.01%
85,115
-1,635
2134
$302K ﹤0.01%
11,089
-480
2135
$301K ﹤0.01%
5,393
+1,074
2136
$301K ﹤0.01%
4,457
+100
2137
$300K ﹤0.01%
13,187
+1,241
2138
$300K ﹤0.01%
3,221
+505
2139
$300K ﹤0.01%
+29,278
2140
$299K ﹤0.01%
11,703
-1,085
2141
$299K ﹤0.01%
12,068
2142
$298K ﹤0.01%
3,552
+483
2143
$298K ﹤0.01%
8,003
+2,319
2144
$297K ﹤0.01%
5,550
+982
2145
$297K ﹤0.01%
10,314
+5,558
2146
$297K ﹤0.01%
18,322
-12,943
2147
$296K ﹤0.01%
12,773
+359
2148
$295K ﹤0.01%
7,513
+1,143
2149
$295K ﹤0.01%
8,308
2150
$295K ﹤0.01%
140,999
+23,109
84 85
86
87 88