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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
1276
$1.28M ﹤0.01%
97,801
+35,698
1277
$1.28M ﹤0.01%
9,663
+9,028
1278
$1.27M ﹤0.01%
27,933
-9,029
1279
$1.27M ﹤0.01%
70,415
+48,424
1280
$1.27M ﹤0.01%
10,585
+2,770
1281
$1.27M ﹤0.01%
21,817
-1,918
1282
$1.26M ﹤0.01%
29,576
-5,410
1283
$1.26M ﹤0.01%
14,111
1284
$1.26M ﹤0.01%
28,124
+10,143
1285
$1.26M ﹤0.01%
44,389
-433
1286
$1.26M ﹤0.01%
64,512
-3,296
1287
$1.25M ﹤0.01%
10,214
-175
1288
$1.25M ﹤0.01%
12,446
+3,667
1289
$1.25M ﹤0.01%
43,224
-866
1290
$1.25M ﹤0.01%
120,027
+30,734
1291
$1.25M ﹤0.01%
36,390
-7,359
1292
$1.24M ﹤0.01%
28,803
+10,500
1293
$1.23M ﹤0.01%
21,489
+238
1294
$1.23M ﹤0.01%
35,617
+23,966
1295
$1.23M ﹤0.01%
3,945
+1,980
1296
$1.22M ﹤0.01%
31,926
+14,916
1297
$1.22M ﹤0.01%
8,874
+2,275
1298
$1.21M ﹤0.01%
23,007
+281
1299
$1.21M ﹤0.01%
73,961
+9,184
1300
$1.21M ﹤0.01%
14,377
+5,986
50 51
52
53 54