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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
476
$9.72M 0.03%
183,349
-21,046
477
$9.71M 0.03%
23,003
-570
478
$9.63M 0.03%
133,520
+766
479
$9.61M 0.03%
101,371
+3,088
480
$9.6M 0.03%
20,520
+14,060
481
$9.57M 0.03%
79,088
+36,991
482
$9.55M 0.03%
68,410
-3,832
483
$9.55M 0.03%
150,805
+58,689
484
$9.55M 0.03%
16,026
+1,285
485
$9.54M 0.03%
138,954
-11,356
486
$9.52M 0.03%
261,301
+1,753
487
$9.49M 0.03%
220,291
+13,625
488
$9.47M 0.03%
140,193
+25,415
489
$9.46M 0.03%
33,879
+3,682
490
$9.42M 0.03%
47,521
+10,580
491
$9.41M 0.03%
266,406
+258,402
492
$9.38M 0.03%
114,255
-762
493
$9.32M 0.03%
+162,436
494
$9.3M 0.03%
14,325
+6,026
495
$9.23M 0.03%
45,483
+27,320
496
$9.21M 0.03%
37,418
+19,693
497
$9.2M 0.03%
66,595
+7,363
498
$9.19M 0.03%
239,633
+19,377
499
$9.16M 0.03%
150,660
-195
500
$9.14M 0.03%
179,580
-5,836
18 19
20
21 22