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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
776
$4.34M 0.01%
67,585
+15,754
777
$4.34M 0.01%
94,037
+4,371
778
$4.33M 0.01%
14,566
+5,596
779
$4.32M 0.01%
112,452
+876
780
$4.32M 0.01%
50,892
+7,063
781
$4.3M 0.01%
63,387
+18,043
782
$4.29M 0.01%
112,647
-400
783
$4.28M 0.01%
13,228
+672
784
$4.26M 0.01%
27,953
+12,046
785
$4.25M 0.01%
83,323
-1,780
786
$4.25M 0.01%
16,350
+5,885
787
$4.25M 0.01%
94,663
-14,140
788
$4.24M 0.01%
155,700
+120,349
789
$4.21M 0.01%
16,244
-17
790
$4.17M 0.01%
129,864
+2,315
791
$4.16M 0.01%
58,511
+19,513
792
$4.15M 0.01%
138,224
+110,406
793
$4.15M 0.01%
65,246
+32,667
794
$4.14M 0.01%
55,688
+18,622
795
$4.14M 0.01%
30,038
-993
796
$4.11M 0.01%
64,581
+60,965
797
$4.11M 0.01%
18,788
+6,636
798
$4.09M 0.01%
11,460
+95
799
$4.08M 0.01%
4,215
-429
800
$4.07M 0.01%
49,422
+11
30 31
32
33 34