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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
976
$2.64M 0.01%
37,482
+13,556
977
$2.62M 0.01%
23,460
+2,285
978
$2.61M 0.01%
12,028
-565
979
$2.61M 0.01%
10,024
-944
980
$2.61M 0.01%
35,952
+16,878
981
$2.6M 0.01%
14,556
+4,528
982
$2.6M 0.01%
17,503
+1,663
983
$2.6M 0.01%
65,131
+217
984
$2.6M 0.01%
25,537
+12,188
985
$2.59M 0.01%
100,595
+15,403
986
$2.59M 0.01%
28,779
+6,835
987
$2.58M 0.01%
34,393
+22,187
988
$2.58M 0.01%
19,033
-794
989
$2.57M 0.01%
11,176
+10,248
990
$2.56M 0.01%
50,830
+6,815
991
$2.56M 0.01%
28,116
+3,661
992
$2.56M 0.01%
101,061
+25,323
993
$2.55M 0.01%
7,892
+3,442
994
$2.54M 0.01%
24,329
+11,661
995
$2.53M 0.01%
19,945
+157
996
$2.53M 0.01%
27,758
+25,746
997
$2.52M 0.01%
1,080
+40
998
$2.52M 0.01%
10,878
+6,616
999
$2.51M 0.01%
95,962
+5,306
1000
$2.5M 0.01%
19,975
+6,704
38 39
40
41 42