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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
901
$3.12M 0.01%
31,543
+910
902
$3.12M 0.01%
32,527
-375
903
$3.1M 0.01%
15,390
+2,242
904
$3.1M 0.01%
135,502
+71,126
905
$3.1M 0.01%
4,314
-785
906
$3.08M 0.01%
28,258
+59
907
$3.07M 0.01%
15,961
-3,955
908
$3.06M 0.01%
177,018
+7,373
909
$3.06M 0.01%
34,433
-2,438
910
$3.05M 0.01%
68,311
-12,401
911
$3.04M 0.01%
20,608
+9,949
912
$3.02M 0.01%
65,338
-2,058
913
$3.02M 0.01%
6,054
+952
914
$3.01M 0.01%
37,680
+4,735
915
$3.01M 0.01%
110,097
-1,814
916
$3.01M 0.01%
50,238
+4,241
917
$3.01M 0.01%
13,104
+1,214
918
$3M 0.01%
122,763
+95,524
919
$2.99M 0.01%
101,093
+10,898
920
$2.99M 0.01%
+38,965
921
$2.99M 0.01%
387,935
+130,172
922
$2.99M 0.01%
332,868
+165,587
923
$2.98M 0.01%
56,384
-16,228
924
$2.97M 0.01%
50,988
-2,138
925
$2.97M 0.01%
93,221
-61,118
35 36
37
38 39