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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
801
$4.05M 0.01%
39,085
+14,120
802
$4.04M 0.01%
141,253
+95,950
803
$4.03M 0.01%
13,420
+591
804
$4.02M 0.01%
138,242
+11,990
805
$4.02M 0.01%
22,679
+53
806
$4.02M 0.01%
16,686
+5,492
807
$4M 0.01%
85,453
-11,843
808
$4M 0.01%
33,310
-162
809
$3.99M 0.01%
86,510
+6,613
810
$3.99M 0.01%
31,925
+31,619
811
$3.97M 0.01%
6,305
+2,575
812
$3.97M 0.01%
21,132
+8,369
813
$3.95M 0.01%
43,158
+7,897
814
$3.93M 0.01%
93,449
+84,724
815
$3.92M 0.01%
65,915
+1,707
816
$3.9M 0.01%
20,234
+220
817
$3.9M 0.01%
62,583
+1,619
818
$3.89M 0.01%
12,460
+668
819
$3.88M 0.01%
80,572
-159
820
$3.88M 0.01%
70,953
+28,975
821
$3.87M 0.01%
72,809
+26,970
822
$3.87M 0.01%
19,043
+4,904
823
$3.86M 0.01%
80,622
-2,504
824
$3.85M 0.01%
9,189
+3,995
825
$3.85M 0.01%
18,217
+17,055
31 32
33
34 35