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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
276
$20.2M 0.06%
32,893
+8,032
277
$19.9M 0.06%
1,481,204
+91,348
278
$19.6M 0.06%
80,877
+5,709
279
$19.5M 0.06%
749,575
+63,532
280
$19.4M 0.06%
170,382
-1,349,035
281
$19.4M 0.06%
775,139
+753,135
282
$19.3M 0.06%
81,709
+57,983
283
$19.3M 0.06%
43,066
+2,064
284
$19.2M 0.06%
351,054
+710
285
$19.1M 0.06%
453,918
+107,641
286
$19M 0.06%
374,161
+30,600
287
$18.9M 0.06%
257,394
+10,347
288
$18.9M 0.06%
163,956
+2,321
289
$18.8M 0.06%
377,373
-2,233
290
$18.8M 0.06%
165,803
+43,744
291
$18.5M 0.06%
222,112
-11,640
292
$18.4M 0.06%
360,087
-125,386
293
$18.3M 0.06%
372,350
-6,516
294
$18.3M 0.06%
64,883
+35,133
295
$18.3M 0.06%
586,221
+10,044
296
$18.1M 0.05%
380,581
-1,160
297
$18.1M 0.05%
1,198,078
+1,016,595
298
$18.1M 0.05%
685,710
-57,729
299
$18M 0.05%
819,677
+280,886
300
$18M 0.05%
313,650
-18,997
10 11
12
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