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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
826
$3.85M 0.01%
145,890
+58,419
827
$3.85M 0.01%
36,227
+33,120
828
$3.84M 0.01%
59,562
+1,977
829
$3.84M 0.01%
45,673
+2,508
830
$3.83M 0.01%
125,315
+46,185
831
$3.83M 0.01%
35,543
+7,404
832
$3.79M 0.01%
57,225
+33,912
833
$3.79M 0.01%
93,158
+69,213
834
$3.77M 0.01%
86,761
-6,093
835
$3.77M 0.01%
4,973
+49
836
$3.72M 0.01%
50,925
+7,222
837
$3.71M 0.01%
110,092
-26,282
838
$3.69M 0.01%
5,776
+139
839
$3.69M 0.01%
133,028
+70,688
840
$3.68M 0.01%
83,062
-4,822
841
$3.67M 0.01%
35,576
-171
842
$3.67M 0.01%
23,188
+3,025
843
$3.66M 0.01%
44,864
-1,868
844
$3.65M 0.01%
46,543
-32,094
845
$3.65M 0.01%
127,575
+29,947
846
$3.63M 0.01%
183,272
+176,703
847
$3.61M 0.01%
162,997
+10,727
848
$3.6M 0.01%
5,010
+1,010
849
$3.6M 0.01%
33,131
+15,368
850
$3.6M 0.01%
82,157
-1,249
32 33
34
35 36