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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
676
$5.47M 0.02%
67,127
+11,384
677
$5.43M 0.02%
49,064
+28,477
678
$5.42M 0.02%
26,411
-8,799
679
$5.4M 0.02%
+117,380
680
$5.4M 0.02%
122,163
+31,069
681
$5.39M 0.02%
126,661
+93,298
682
$5.38M 0.02%
75,190
+12,941
683
$5.34M 0.02%
112,448
+17,062
684
$5.34M 0.02%
249,741
+120,572
685
$5.34M 0.02%
221,115
-5,785
686
$5.34M 0.02%
102,236
+16,340
687
$5.34M 0.02%
420,470
+192,373
688
$5.33M 0.02%
100,319
+23,624
689
$5.32M 0.02%
4,932
-30
690
$5.31M 0.02%
16,131
+990
691
$5.3M 0.02%
64,739
+16,161
692
$5.29M 0.02%
178,513
-29,942
693
$5.25M 0.02%
12,211
+10,590
694
$5.25M 0.02%
104,621
-3,959
695
$5.23M 0.02%
38,587
+3,242
696
$5.21M 0.02%
90,602
+320
697
$5.2M 0.02%
76,833
+23,198
698
$5.18M 0.02%
111,044
+23,162
699
$5.18M 0.02%
18,515
+429
700
$5.14M 0.02%
316,098
+14,105
26 27
28
29 30