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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
876
$3.37M 0.01%
44,481
+24,924
877
$3.35M 0.01%
195,533
+50,145
878
$3.35M 0.01%
27,478
+24,868
879
$3.35M 0.01%
43,789
+2,112
880
$3.34M 0.01%
74,152
+14,367
881
$3.34M 0.01%
73,541
+2,323
882
$3.34M 0.01%
29,928
-4,422
883
$3.33M 0.01%
42,878
+28,436
884
$3.33M 0.01%
113,664
+35,747
885
$3.33M 0.01%
10,211
+491
886
$3.27M 0.01%
63,619
+17,826
887
$3.27M 0.01%
86,210
+69,492
888
$3.27M 0.01%
74,164
+53,651
889
$3.26M 0.01%
53,225
-387,366
890
$3.23M 0.01%
56,814
+5,590
891
$3.22M 0.01%
42,390
-1,313
892
$3.22M 0.01%
76,700
-103,662
893
$3.21M 0.01%
88,287
+85,113
894
$3.19M 0.01%
27,810
+5,114
895
$3.18M 0.01%
6,381
+3,485
896
$3.18M 0.01%
24,240
+983
897
$3.17M 0.01%
16,153
+3,586
898
$3.15M 0.01%
96,436
+1,594
899
$3.14M 0.01%
184,726
+139,949
900
$3.12M 0.01%
30,821
+24,853
34 35
36
37 38