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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
1301
$1.21M ﹤0.01%
79,997
+22,731
1302
$1.21M ﹤0.01%
18,661
+12,970
1303
$1.2M ﹤0.01%
30,483
+29,643
1304
$1.2M ﹤0.01%
25,089
-3,049
1305
$1.2M ﹤0.01%
11,739
+3,324
1306
$1.2M ﹤0.01%
130,145
+33,373
1307
$1.2M ﹤0.01%
7,116
-22
1308
$1.2M ﹤0.01%
43,186
-11,207
1309
$1.19M ﹤0.01%
45,345
+2,811
1310
$1.19M ﹤0.01%
24,050
+5,894
1311
$1.19M ﹤0.01%
18,458
+9,027
1312
$1.19M ﹤0.01%
966
+98
1313
$1.19M ﹤0.01%
68,596
+12,199
1314
$1.18M ﹤0.01%
18,620
+2,195
1315
$1.18M ﹤0.01%
46,242
-33,513
1316
$1.18M ﹤0.01%
5,958
+720
1317
$1.17M ﹤0.01%
7,237
+1,411
1318
$1.17M ﹤0.01%
888
-84
1319
$1.17M ﹤0.01%
23,872
+6,464
1320
$1.17M ﹤0.01%
34,950
-3,640
1321
$1.17M ﹤0.01%
20,516
-4,823
1322
$1.17M ﹤0.01%
33,910
+11,861
1323
$1.17M ﹤0.01%
45,084
+20,223
1324
$1.16M ﹤0.01%
14,866
+5,810
1325
$1.16M ﹤0.01%
18,257
-1,818
51 52
53
54 55