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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
701
$5.13M 0.02%
156,854
+53,046
702
$5.12M 0.02%
144,214
+15,046
703
$5.1M 0.02%
75,682
+63,948
704
$5.1M 0.02%
57,993
-8
705
$5.08M 0.02%
15,877
-102
706
$5.08M 0.02%
62,989
-6,429
707
$5.08M 0.02%
108,732
+12,100
708
$5.08M 0.02%
35,893
+12,045
709
$5.05M 0.02%
52,365
+8,371
710
$5.05M 0.02%
26,482
+2,629
711
$5.04M 0.02%
133,915
+117,732
712
$5.04M 0.02%
75,143
-1,557
713
$5.02M 0.02%
16,330
+1,455
714
$5.01M 0.02%
26,811
-1,172
715
$5.01M 0.02%
40,602
-3,241
716
$4.99M 0.02%
24,882
-15,780
717
$4.99M 0.02%
+108,291
718
$4.97M 0.01%
82,962
-49,124
719
$4.96M 0.01%
10,700
+904
720
$4.96M 0.01%
181,533
-12,839
721
$4.95M 0.01%
153,625
-15,721
722
$4.94M 0.01%
70,624
+54,877
723
$4.94M 0.01%
172,464
+68,782
724
$4.93M 0.01%
210,204
+8,715
725
$4.92M 0.01%
57,081
+12,861
27 28
29
30 31