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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
951
$2.78M 0.01%
55,579
-670
952
$2.78M 0.01%
3,544
+722
953
$2.77M 0.01%
119,094
-1,342
954
$2.76M 0.01%
56,213
+52,008
955
$2.76M 0.01%
97,100
+45,160
956
$2.76M 0.01%
37,522
-4,102
957
$2.75M 0.01%
56,092
+361
958
$2.75M 0.01%
10,039
+149
959
$2.75M 0.01%
43,426
+5,640
960
$2.75M 0.01%
13,434
+2,326
961
$2.72M 0.01%
64,975
+61,221
962
$2.71M 0.01%
19,246
+4,081
963
$2.71M 0.01%
5,510
-346
964
$2.68M 0.01%
17,096
+3,961
965
$2.68M 0.01%
200,217
-111,856
966
$2.68M 0.01%
23,974
+8,902
967
$2.67M 0.01%
29,118
-945
968
$2.67M 0.01%
7,903
-1,200
969
$2.66M 0.01%
95,220
+3,551
970
$2.66M 0.01%
39,726
+11,339
971
$2.65M 0.01%
46,776
+4,897
972
$2.64M 0.01%
73,170
+68,096
973
$2.64M 0.01%
42,903
+33,934
974
$2.64M 0.01%
59,399
+398
975
$2.64M 0.01%
6,371
+662
37 38
39
40 41