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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
651
$5.85M 0.02%
41,537
-866
652
$5.83M 0.02%
281,679
+689
653
$5.82M 0.02%
34,911
+19,155
654
$5.81M 0.02%
92,151
-10,847
655
$5.8M 0.02%
68,619
+31,448
656
$5.78M 0.02%
86,982
-33
657
$5.77M 0.02%
86,023
+20,643
658
$5.76M 0.02%
138,502
+29,457
659
$5.75M 0.02%
129,279
+81,344
660
$5.75M 0.02%
24,373
+7,483
661
$5.72M 0.02%
69,281
+1,161
662
$5.69M 0.02%
10,481
+5,274
663
$5.64M 0.02%
63,826
+33,647
664
$5.64M 0.02%
95,423
-7,443
665
$5.61M 0.02%
+100,048
666
$5.6M 0.02%
200,647
-8,157
667
$5.56M 0.02%
53,769
-49
668
$5.52M 0.02%
65,873
+30,600
669
$5.52M 0.02%
72,743
+27,485
670
$5.52M 0.02%
102,576
+44,940
671
$5.51M 0.02%
232,897
+106,983
672
$5.5M 0.02%
21,074
+3,803
673
$5.49M 0.02%
116,235
+2,910
674
$5.48M 0.02%
45,709
+27,976
675
$5.48M 0.02%
42,507
+26,984
25 26
27
28 29