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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
426
$11.5M 0.03%
284,499
+281,297
427
$11.5M 0.03%
251,256
+4,700
428
$11.5M 0.03%
120,424
+17,370
429
$11.5M 0.03%
89,476
+6,817
430
$11.4M 0.03%
70,925
+29,740
431
$11.4M 0.03%
270,463
-27,653
432
$11.4M 0.03%
128,293
-19,475
433
$11.3M 0.03%
33,487
+15,471
434
$11.3M 0.03%
56,824
+6,109
435
$11.2M 0.03%
54,715
+21,013
436
$11.1M 0.03%
82,987
+49,368
437
$11.1M 0.03%
9,546
+44
438
$11.1M 0.03%
23,393
+11,976
439
$11.1M 0.03%
53,129
-8,096
440
$10.9M 0.03%
44,126
+8,841
441
$10.9M 0.03%
131,270
-17,109
442
$10.9M 0.03%
144,332
+64,963
443
$10.9M 0.03%
217,774
+6,475
444
$10.8M 0.03%
19,685
-441
445
$10.7M 0.03%
32,335
+1,521
446
$10.7M 0.03%
126,910
+71,969
447
$10.7M 0.03%
57,011
+24,974
448
$10.7M 0.03%
158,989
-4,293
449
$10.7M 0.03%
43,456
+13,044
450
$10.7M 0.03%
187,660
+14,503
16 17
18
19 20