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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
1126
$1.81M 0.01%
10,134
-1,895
1127
$1.8M 0.01%
36,177
+9,871
1128
$1.8M 0.01%
33,624
+9,134
1129
$1.8M 0.01%
63,501
+5,851
1130
$1.79M 0.01%
11,126
+633
1131
$1.78M 0.01%
8,129
+1,193
1132
$1.78M 0.01%
6,904
+2,973
1133
$1.78M 0.01%
7,304
+307
1134
$1.78M 0.01%
65,230
+3,356
1135
$1.78M 0.01%
45,975
-79
1136
$1.77M 0.01%
52,198
+3,181
1137
$1.77M 0.01%
255,552
-27,879
1138
$1.76M 0.01%
48,589
-5,943
1139
$1.76M 0.01%
6,282
+737
1140
$1.75M 0.01%
18,191
-1,256
1141
$1.75M 0.01%
23,920
+20,022
1142
$1.75M 0.01%
7,466
+2,983
1143
$1.75M 0.01%
13,454
+3,031
1144
$1.75M 0.01%
23,881
+22,813
1145
$1.75M 0.01%
15,775
-2,544
1146
$1.74M 0.01%
35,023
+13,012
1147
$1.74M 0.01%
6,783
+4,526
1148
$1.74M 0.01%
35,237
+3,909
1149
$1.74M 0.01%
14,679
+3,611
1150
$1.73M 0.01%
57,669
-145
44 45
46
47 48