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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
1176
$1.65M 0.01%
19,731
+1,762
1177
$1.64M ﹤0.01%
17,629
-140
1178
$1.64M ﹤0.01%
20,142
+419
1179
$1.63M ﹤0.01%
9,167
-4,984
1180
$1.62M ﹤0.01%
5,929
-307
1181
$1.61M ﹤0.01%
13,404
+6,029
1182
$1.61M ﹤0.01%
5,947
+1,101
1183
$1.61M ﹤0.01%
46,999
-1,455
1184
$1.6M ﹤0.01%
62,023
-2,919
1185
$1.6M ﹤0.01%
40,152
+24,465
1186
$1.6M ﹤0.01%
15,992
-4,823
1187
$1.59M ﹤0.01%
72,007
+7,705
1188
$1.59M ﹤0.01%
16,083
+2,103
1189
$1.59M ﹤0.01%
8,260
-4,021
1190
$1.59M ﹤0.01%
37,813
+24,085
1191
$1.58M ﹤0.01%
34,605
+1,626
1192
$1.58M ﹤0.01%
30,500
+29,359
1193
$1.57M ﹤0.01%
14,774
+152
1194
$1.57M ﹤0.01%
295,963
+1,194
1195
$1.57M ﹤0.01%
13,378
+9,054
1196
$1.57M ﹤0.01%
13,868
+7,849
1197
$1.56M ﹤0.01%
31,303
-61,242
1198
$1.56M ﹤0.01%
46,553
-145
1199
$1.56M ﹤0.01%
42,281
-24
1200
$1.56M ﹤0.01%
33,186
+8,287
46 47
48
49 50