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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
226
$25.2M 0.08%
253,105
+61,011
227
$25.1M 0.08%
341,559
-12,589
228
$25.1M 0.08%
371,180
+353,279
229
$25M 0.08%
503,242
+425,176
230
$24.9M 0.07%
36,436
+10,520
231
$23.9M 0.07%
975,265
+61,810
232
$23.8M 0.07%
546,068
+78,824
233
$23.8M 0.07%
324,144
-31,716
234
$23.8M 0.07%
85,123
+31,436
235
$23.7M 0.07%
599,501
+18,718
236
$23.6M 0.07%
529,080
+108,676
237
$23.4M 0.07%
305,711
-773
238
$23.4M 0.07%
257,598
+3,499
239
$23.4M 0.07%
515,829
+34,644
240
$23.2M 0.07%
107,458
+6,532
241
$22.6M 0.07%
470,078
-33,267
242
$22.5M 0.07%
416,882
+79,410
243
$22.5M 0.07%
58,018
+8,881
244
$22.5M 0.07%
720,919
+134,153
245
$22.5M 0.07%
582,555
+2,781
246
$22.4M 0.07%
1,330,752
+158,841
247
$22.4M 0.07%
682,438
+10,059
248
$22.3M 0.07%
233,581
+10,254
249
$22.3M 0.07%
293,896
+555
250
$22.3M 0.07%
109,614
+35,043
8 9
10
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