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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
1226
$1.47M ﹤0.01%
125,804
-6,706
1227
$1.47M ﹤0.01%
59,182
+43,103
1228
$1.46M ﹤0.01%
19,942
+5,422
1229
$1.46M ﹤0.01%
4,713
+343
1230
$1.46M ﹤0.01%
10,565
+6,923
1231
$1.45M ﹤0.01%
16,893
-87
1232
$1.44M ﹤0.01%
125,991
+125,836
1233
$1.44M ﹤0.01%
10,853
-383
1234
$1.44M ﹤0.01%
48,294
+43,076
1235
$1.43M ﹤0.01%
5,990
-496
1236
$1.43M ﹤0.01%
16,769
+221
1237
$1.41M ﹤0.01%
7,112
+1,345
1238
$1.4M ﹤0.01%
33,251
+58
1239
$1.4M ﹤0.01%
19,822
+7,865
1240
$1.4M ﹤0.01%
72,705
+70,946
1241
$1.4M ﹤0.01%
62,517
+18,929
1242
$1.4M ﹤0.01%
87,292
+5,653
1243
$1.39M ﹤0.01%
11,014
+8,137
1244
$1.38M ﹤0.01%
10,370
+1,200
1245
$1.38M ﹤0.01%
13,793
+614
1246
$1.36M ﹤0.01%
9,525
-2,645
1247
$1.36M ﹤0.01%
7,053
+2,730
1248
$1.36M ﹤0.01%
30,648
-1,017
1249
$1.35M ﹤0.01%
55,791
+17,481
1250
$1.35M ﹤0.01%
18,779
-5,243
48 49
50
51 52