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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
251
$22M 0.07%
439,300
-313
252
$21.8M 0.07%
327,216
+8,707
253
$21.8M 0.07%
175,298
+2,452
254
$21.8M 0.07%
719,406
+2,155
255
$21.7M 0.07%
321,592
+13,331
256
$21.7M 0.07%
429,438
+143,825
257
$21.7M 0.07%
75,237
-1,190
258
$21.6M 0.07%
313,939
+19,884
259
$21.4M 0.06%
99,888
+50,380
260
$21.3M 0.06%
72,362
+1,920
261
$21.2M 0.06%
115,215
+15,490
262
$21.1M 0.06%
25,531
+8,605
263
$21M 0.06%
129,764
+30,174
264
$20.8M 0.06%
340,858
+114,756
265
$20.7M 0.06%
419,367
-4,833
266
$20.7M 0.06%
95,950
+9,225
267
$20.7M 0.06%
180,911
+10,221
268
$20.6M 0.06%
794,673
+107,727
269
$20.5M 0.06%
165,896
+49,184
270
$20.5M 0.06%
282,258
-15,684
271
$20.5M 0.06%
211,867
+44,996
272
$20.4M 0.06%
117,047
-6,534
273
$20.4M 0.06%
116,733
+54,977
274
$20.3M 0.06%
25,553
+10,500
275
$20.3M 0.06%
127,727
+9,199
9 10
11
12 13