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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
101
$65.4M 0.2%
70,682
+1,447
102
$64.7M 0.19%
2,291,480
+23,423
103
$64.4M 0.19%
1,464,437
+156,866
104
$63.7M 0.19%
1,368,828
+262,597
105
$62.8M 0.19%
2,519,089
+746,703
106
$62.2M 0.19%
622,547
-53,186
107
$61.1M 0.18%
699,685
+269,371
108
$60.6M 0.18%
1,175,220
+137,793
109
$60.3M 0.18%
1,189,801
+154,612
110
$59.7M 0.18%
781,531
+653,080
111
$59.6M 0.18%
241,309
+155,208
112
$58.9M 0.18%
1,161,836
+27,067
113
$58M 0.17%
1,535,274
+15,974
114
$57.7M 0.17%
808,939
+81,876
115
$57.1M 0.17%
1,054,527
+76,441
116
$56.3M 0.17%
2,125,985
+63,774
117
$55.7M 0.17%
732,707
+16,164
118
$55.4M 0.17%
160,487
+27,026
119
$55.3M 0.17%
245,263
+29,051
120
$55.2M 0.17%
355,287
+57,683
121
$54.3M 0.16%
962,788
-106,938
122
$54.3M 0.16%
641,659
-26,831
123
$53.8M 0.16%
1,216,314
+35,958
124
$53.1M 0.16%
448,455
+31,968
125
$52.7M 0.16%
439,150
+13,900
3 4
5
6 7