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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
851
$3.59M 0.01%
36,148
+8,664
852
$3.58M 0.01%
19,705
+6,201
853
$3.58M 0.01%
59,940
-1,959
854
$3.57M 0.01%
68,180
-24,310
855
$3.54M 0.01%
51,678
+15,783
856
$3.54M 0.01%
4,268
+3,837
857
$3.53M 0.01%
79,490
+1,626
858
$3.53M 0.01%
39,490
+29,392
859
$3.52M 0.01%
50,449
+14,813
860
$3.51M 0.01%
46,356
+9,082
861
$3.5M 0.01%
7,650
+209
862
$3.48M 0.01%
38,819
+11,378
863
$3.46M 0.01%
16,119
+264
864
$3.46M 0.01%
131,776
+10,387
865
$3.45M 0.01%
38,447
-13,242
866
$3.44M 0.01%
+109,250
867
$3.43M 0.01%
47,328
-12,748
868
$3.42M 0.01%
66,361
+36,118
869
$3.39M 0.01%
117,285
+25,157
870
$3.39M 0.01%
77,280
-523
871
$3.38M 0.01%
74,198
-3,262
872
$3.38M 0.01%
43,258
+763
873
$3.38M 0.01%
82,774
-825
874
$3.37M 0.01%
31,030
+953
875
$3.37M 0.01%
72,455
+40,916
33 34
35
36 37