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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
726
$4.91M 0.01%
304,932
-20,709
727
$4.9M 0.01%
28,379
+336
728
$4.89M 0.01%
96,697
-15,601
729
$4.87M 0.01%
72,244
+21,876
730
$4.86M 0.01%
21,641
+10,049
731
$4.83M 0.01%
37,221
-1,489
732
$4.82M 0.01%
263,376
+167,436
733
$4.81M 0.01%
98,419
+5,060
734
$4.81M 0.01%
45,038
-229
735
$4.78M 0.01%
20,337
+5,924
736
$4.78M 0.01%
71,985
+42,601
737
$4.77M 0.01%
30,709
+12,394
738
$4.77M 0.01%
134,685
+12,377
739
$4.74M 0.01%
18,847
+14,196
740
$4.74M 0.01%
18,737
+2,356
741
$4.74M 0.01%
60,423
+23,392
742
$4.73M 0.01%
109,336
+17,294
743
$4.73M 0.01%
76,898
+69,363
744
$4.73M 0.01%
70,727
+2,068
745
$4.71M 0.01%
57,220
+33,788
746
$4.71M 0.01%
38,472
+8,745
747
$4.69M 0.01%
61,250
-3,252
748
$4.69M 0.01%
139,700
+110,477
749
$4.68M 0.01%
100,832
-1,624
750
$4.66M 0.01%
189,598
-44,451
28 29
30
31 32