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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
501
$9.14M 0.03%
72,565
-3,256
502
$9.14M 0.03%
189,089
+5,418
503
$9.12M 0.03%
64,688
+477
504
$9.08M 0.03%
96,028
+9,974
505
$9.04M 0.03%
96,848
-1,344
506
$9.04M 0.03%
70,390
+12,294
507
$9.03M 0.03%
91,288
+79,719
508
$8.95M 0.03%
45,588
-1,800
509
$8.9M 0.03%
164,407
+76,452
510
$8.84M 0.03%
72,248
+60,344
511
$8.83M 0.03%
169,082
-13,427
512
$8.81M 0.03%
162,547
+24,514
513
$8.77M 0.03%
61,577
+5,897
514
$8.75M 0.03%
93,318
+86,376
515
$8.71M 0.03%
122,708
-6,387
516
$8.66M 0.03%
78,742
+1,403
517
$8.63M 0.03%
248,756
+213,638
518
$8.59M 0.03%
115,337
-220
519
$8.56M 0.03%
45,068
+12,363
520
$8.52M 0.03%
168,672
+18,929
521
$8.51M 0.03%
216,990
+69,873
522
$8.5M 0.03%
28,976
+789
523
$8.46M 0.03%
118,847
+76,363
524
$8.44M 0.03%
410,395
+18,788
525
$8.41M 0.03%
84,010
+65,150
19 20
21
22 23