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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
576
$7.32M 0.02%
233,172
+21,439
577
$7.3M 0.02%
128,063
+4,804
578
$7.3M 0.02%
31,772
+9,670
579
$7.29M 0.02%
120,505
+95,895
580
$7.29M 0.02%
11,958
+986
581
$7.27M 0.02%
44,189
-3,321
582
$7.26M 0.02%
293,046
+176,219
583
$7.22M 0.02%
147,138
+122,378
584
$7.15M 0.02%
38,205
+15,609
585
$7.15M 0.02%
34,551
+192
586
$7.14M 0.02%
131,525
+64,368
587
$7.11M 0.02%
37,214
+2,021
588
$7.1M 0.02%
212,679
+53,600
589
$7.09M 0.02%
255,178
-24,731
590
$7.08M 0.02%
36,148
+20,624
591
$7.07M 0.02%
154,659
+78,382
592
$7.06M 0.02%
203,725
+135,896
593
$7.06M 0.02%
44,215
+17,794
594
$7.04M 0.02%
67,532
595
$6.96M 0.02%
72,075
+30,488
596
$6.96M 0.02%
204,808
+73,099
597
$6.88M 0.02%
159,367
+3,648
598
$6.88M 0.02%
25,105
+2,173
599
$6.86M 0.02%
222,132
-26,728
600
$6.85M 0.02%
64,211
+41,849
22 23
24
25 26