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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
1076
$2.08M 0.01%
55,036
+44
1077
$2.08M 0.01%
38,265
+9,261
1078
$2.08M 0.01%
70,078
+27,355
1079
$2.08M 0.01%
28,678
+6,926
1080
$2.07M 0.01%
36,940
+8,279
1081
$2.07M 0.01%
15,494
-355
1082
$2.06M 0.01%
2,165
+223
1083
$2.06M 0.01%
12,073
+1,586
1084
$2.05M 0.01%
76,662
+128
1085
$2.05M 0.01%
36,369
-9,612
1086
$2.05M 0.01%
11,139
+8,529
1087
$2.04M 0.01%
24,082
-1,798
1088
$2.04M 0.01%
38,361
+20,025
1089
$2.03M 0.01%
7,531
+1,354
1090
$2.03M 0.01%
22,533
-850
1091
$2.02M 0.01%
63,167
+6,070
1092
$2.02M 0.01%
21,433
-7,744
1093
$2M 0.01%
8,407
+580
1094
$2M 0.01%
55,092
+23,674
1095
$1.98M 0.01%
11,590
+11,291
1096
$1.98M 0.01%
11,450
+664
1097
$1.98M 0.01%
48,857
-585
1098
$1.97M 0.01%
106,593
+29,499
1099
$1.96M 0.01%
89,266
-2,470
1100
$1.96M 0.01%
27,327
+10,803
42 43
44
45 46