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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
1251
$1.35M ﹤0.01%
28,967
+22,878
1252
$1.35M ﹤0.01%
8,332
-297
1253
$1.35M ﹤0.01%
18,126
-3,967
1254
$1.35M ﹤0.01%
7,137
-844
1255
$1.34M ﹤0.01%
14,696
+7,452
1256
$1.34M ﹤0.01%
51,897
+41,428
1257
$1.33M ﹤0.01%
111,447
+41,318
1258
$1.33M ﹤0.01%
38,816
+12,267
1259
$1.33M ﹤0.01%
37,621
+21,434
1260
$1.33M ﹤0.01%
4,422
+1,837
1261
$1.32M ﹤0.01%
15,348
+6,105
1262
$1.32M ﹤0.01%
10,129
+431
1263
$1.32M ﹤0.01%
43,632
+1,735
1264
$1.31M ﹤0.01%
7,858
+3,477
1265
$1.31M ﹤0.01%
12,288
+2,871
1266
$1.31M ﹤0.01%
20,757
+3,577
1267
$1.3M ﹤0.01%
133,300
+73,909
1268
$1.3M ﹤0.01%
30,174
-901
1269
$1.3M ﹤0.01%
5,863
-529
1270
$1.3M ﹤0.01%
16,953
-2,020
1271
$1.3M ﹤0.01%
59,135
+19,543
1272
$1.3M ﹤0.01%
6,627
-107
1273
$1.29M ﹤0.01%
50,445
-4,748
1274
$1.29M ﹤0.01%
15,683
+13,988
1275
$1.29M ﹤0.01%
38,583
-55,106
49 50
51
52 53