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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
376
$13.4M 0.04%
165,074
+21,257
377
$13.4M 0.04%
790,890
-16,542
378
$13.4M 0.04%
236,586
-15,995
379
$13.4M 0.04%
29,287
+23,775
380
$13.2M 0.04%
288,984
-1,290
381
$13.2M 0.04%
92,342
+8,930
382
$13.2M 0.04%
242,436
-22,045
383
$13.2M 0.04%
17,039
+2,425
384
$13.1M 0.04%
175,024
-18,116
385
$13M 0.04%
51,799
+9,117
386
$13M 0.04%
116,840
+63,481
387
$13M 0.04%
347,397
+164,167
388
$13M 0.04%
40,814
-22,318
389
$12.9M 0.04%
+506,279
390
$12.8M 0.04%
527,398
+10,321
391
$12.8M 0.04%
92,103
+6,763
392
$12.8M 0.04%
261,122
+2,643
393
$12.6M 0.04%
345,727
-87,265
394
$12.6M 0.04%
530,406
+219,901
395
$12.6M 0.04%
88,206
+2,276
396
$12.5M 0.04%
882,205
+6,132
397
$12.5M 0.04%
118,759
+106,081
398
$12.4M 0.04%
182,651
-19,393
399
$12.4M 0.04%
80,021
+262
400
$12.4M 0.04%
146,513
-1,965
14 15
16
17 18