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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
526
$8.37M 0.03%
192,677
+89
527
$8.37M 0.03%
54,253
+18,077
528
$8.35M 0.03%
319,716
+6,659
529
$8.35M 0.03%
49,259
+24,371
530
$8.3M 0.03%
186,728
+1,414
531
$8.27M 0.02%
14,570
+3,761
532
$8.26M 0.02%
65,032
+37,060
533
$8.23M 0.02%
285,987
-9,901
534
$8.21M 0.02%
198,830
+48,496
535
$8.19M 0.02%
186,112
+30,249
536
$8.19M 0.02%
64,983
+366
537
$8.17M 0.02%
118,221
+24,688
538
$8.14M 0.02%
30,950
+21,489
539
$8.11M 0.02%
67,868
-2,708
540
$8.11M 0.02%
182,278
-13,061
541
$8.11M 0.02%
174,186
-34,078
542
$8.09M 0.02%
145,793
+37,795
543
$8.07M 0.02%
32,622
+26,516
544
$8.05M 0.02%
55,040
+19,118
545
$8.04M 0.02%
202,058
+141,457
546
$8.02M 0.02%
105,848
+40,979
547
$8M 0.02%
46,997
+3,998
548
$8M 0.02%
140,589
+11,961
549
$7.96M 0.02%
63,464
-2,573
550
$7.89M 0.02%
174,164
+57,125
20 21
22
23 24