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
2251
$257K ﹤0.01%
18,274
+11,239
2252
$257K ﹤0.01%
59,049
+37,328
2253
$256K ﹤0.01%
6,725
-320
2254
$255K ﹤0.01%
11,652
+8,722
2255
$254K ﹤0.01%
10,064
+7,394
2256
$254K ﹤0.01%
10,223
+7,807
2257
$254K ﹤0.01%
2,074
+789
2258
$254K ﹤0.01%
9,806
-329
2259
$253K ﹤0.01%
7,997
+289
2260
$253K ﹤0.01%
2,744
+220
2261
$253K ﹤0.01%
3,215
-1,092
2262
$253K ﹤0.01%
1,973
+35
2263
$252K ﹤0.01%
5,039
+3,328
2264
$252K ﹤0.01%
10,896
+523
2265
$252K ﹤0.01%
2,549
+381
2266
$251K ﹤0.01%
4,416
+468
2267
$250K ﹤0.01%
7,528
+1,241
2268
$250K ﹤0.01%
12,709
-2,682
2269
$250K ﹤0.01%
8,807
-258
2270
$250K ﹤0.01%
8,432
+237
2271
$249K ﹤0.01%
1,304
+45
2272
$249K ﹤0.01%
3,182
-73
2273
$249K ﹤0.01%
2,053
-15
2274
$249K ﹤0.01%
5,036
-761
2275
$248K ﹤0.01%
21,762
+280
89 90
91
92 93