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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
926
$2.96M 0.01%
139,329
+10,120
927
$2.96M 0.01%
120,347
-7
928
$2.95M 0.01%
197,497
+7,812
929
$2.94M 0.01%
84,484
+55,145
930
$2.93M 0.01%
67,952
+58,471
931
$2.92M 0.01%
125,198
-7,936
932
$2.92M 0.01%
21,690
+8,452
933
$2.91M 0.01%
+68,345
934
$2.9M 0.01%
17,244
-915
935
$2.9M 0.01%
93,192
+41,814
936
$2.9M 0.01%
21,182
+3,071
937
$2.89M 0.01%
36,098
+564
938
$2.87M 0.01%
24,767
+14,517
939
$2.87M 0.01%
17,153
+8,713
940
$2.87M 0.01%
16,410
+3,257
941
$2.86M 0.01%
111,601
+8,370
942
$2.85M 0.01%
5,046
-206
943
$2.85M 0.01%
12,495
+3,376
944
$2.84M 0.01%
79,652
+71,884
945
$2.84M 0.01%
30,326
-1,383
946
$2.84M 0.01%
13,423
+4,024
947
$2.82M 0.01%
81,950
+3,382
948
$2.81M 0.01%
16,169
+2,391
949
$2.8M 0.01%
20,114
+2,545
950
$2.78M 0.01%
37,176
-2,880
36 37
38
39 40