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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
751
$4.63M 0.01%
148,027
+26,144
752
$4.62M 0.01%
239,103
+50,767
753
$4.62M 0.01%
47,299
-4,017
754
$4.6M 0.01%
+80,149
755
$4.56M 0.01%
128,589
+5,550
756
$4.54M 0.01%
197,987
+72,038
757
$4.54M 0.01%
26,046
+6,934
758
$4.54M 0.01%
46,041
-60
759
$4.53M 0.01%
85,610
-83,119
760
$4.5M 0.01%
158,771
+59,218
761
$4.49M 0.01%
17,129
+14,789
762
$4.48M 0.01%
12,940
+2,877
763
$4.47M 0.01%
177,604
+64,378
764
$4.46M 0.01%
4,675
+230
765
$4.46M 0.01%
31,999
+9,005
766
$4.45M 0.01%
93,628
-82,590
767
$4.44M 0.01%
75,675
+18,054
768
$4.43M 0.01%
15,389
+14,186
769
$4.42M 0.01%
52,151
-1,686
770
$4.4M 0.01%
104,410
+1,190
771
$4.39M 0.01%
59,864
+16,622
772
$4.36M 0.01%
76,075
+17,409
773
$4.36M 0.01%
52,504
+11,270
774
$4.36M 0.01%
96,858
+62,201
775
$4.35M 0.01%
185,525
-122,448
29 30
31
32 33