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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
1101
$1.95M 0.01%
169,880
+161,178
1102
$1.94M 0.01%
24,490
+3,977
1103
$1.93M 0.01%
37,910
+2,164
1104
$1.92M 0.01%
85,274
+19,745
1105
$1.92M 0.01%
40,171
+7,355
1106
$1.9M 0.01%
5,486
+291
1107
$1.89M 0.01%
95,632
+516
1108
$1.89M 0.01%
14,308
+92
1109
$1.89M 0.01%
42,929
+17,077
1110
$1.89M 0.01%
45,350
-1,561
1111
$1.88M 0.01%
11,831
+5,009
1112
$1.88M 0.01%
22,715
+7,534
1113
$1.88M 0.01%
169,931
+37,569
1114
$1.88M 0.01%
32,694
+13,947
1115
$1.87M 0.01%
7,152
+3,757
1116
$1.86M 0.01%
155,852
-4,557
1117
$1.86M 0.01%
7,179
+4,479
1118
$1.85M 0.01%
29,768
-3,555
1119
$1.85M 0.01%
21,909
+12,971
1120
$1.85M 0.01%
34,856
+29,217
1121
$1.85M 0.01%
7,348
-2,790
1122
$1.83M 0.01%
19,446
+6,093
1123
$1.83M 0.01%
6,588
+3,317
1124
$1.83M 0.01%
50,943
+46,198
1125
$1.82M 0.01%
2,759
+60
43 44
45
46 47