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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
551
$7.89M 0.02%
82,826
-7,701
552
$7.86M 0.02%
144,371
-6,615
553
$7.75M 0.02%
54,513
+2,554
554
$7.73M 0.02%
15,937
+4,558
555
$7.72M 0.02%
125,240
+8,064
556
$7.67M 0.02%
83,870
+59,501
557
$7.66M 0.02%
284,355
+6,985
558
$7.66M 0.02%
83,793
+9,115
559
$7.63M 0.02%
73,834
+60,818
560
$7.63M 0.02%
83,835
-6,009
561
$7.63M 0.02%
188,866
+168,346
562
$7.59M 0.02%
32,453
-3,182
563
$7.58M 0.02%
74,947
+73,900
564
$7.52M 0.02%
95,354
-403
565
$7.52M 0.02%
24,277
-705
566
$7.5M 0.02%
185,445
+24,804
567
$7.49M 0.02%
23,285
+12,768
568
$7.47M 0.02%
176,268
-5,770
569
$7.45M 0.02%
77,021
-779
570
$7.44M 0.02%
228,367
+66,736
571
$7.41M 0.02%
52,352
+8,073
572
$7.4M 0.02%
174,260
+81,281
573
$7.38M 0.02%
66,810
-7,541
574
$7.37M 0.02%
65,724
+41,899
575
$7.36M 0.02%
36,505
+13,840
21 22
23
24 25