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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
1201
$1.56M ﹤0.01%
18,361
+4,358
1202
$1.55M ﹤0.01%
146,193
+52,860
1203
$1.55M ﹤0.01%
14,844
-1,423
1204
$1.54M ﹤0.01%
10,465
+477
1205
$1.53M ﹤0.01%
40,597
+912
1206
$1.53M ﹤0.01%
13,709
+2,548
1207
$1.53M ﹤0.01%
30,380
-28,695
1208
$1.53M ﹤0.01%
26,125
+22,121
1209
$1.53M ﹤0.01%
47,883
+24,461
1210
$1.53M ﹤0.01%
33,842
+5,197
1211
$1.52M ﹤0.01%
+32,882
1212
$1.52M ﹤0.01%
22,582
+1,518
1213
$1.51M ﹤0.01%
19,071
+1,436
1214
$1.51M ﹤0.01%
70,367
+19,876
1215
$1.51M ﹤0.01%
19,636
-616
1216
$1.51M ﹤0.01%
16,919
+365
1217
$1.49M ﹤0.01%
71,264
+6,632
1218
$1.49M ﹤0.01%
25,392
-3,937
1219
$1.49M ﹤0.01%
10,222
+1,713
1220
$1.48M ﹤0.01%
75,223
-5,655
1221
$1.48M ﹤0.01%
29,384
+8
1222
$1.48M ﹤0.01%
5,846
+104
1223
$1.48M ﹤0.01%
17,359
-732
1224
$1.48M ﹤0.01%
12,583
+3,006
1225
$1.48M ﹤0.01%
4,282
+2,615
47 48
49
50 51