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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
1326
$1.16M ﹤0.01%
15,784
+2,995
1327
$1.16M ﹤0.01%
13,933
1328
$1.16M ﹤0.01%
6,395
-20
1329
$1.15M ﹤0.01%
50,293
-3,936
1330
$1.15M ﹤0.01%
8,147
-528
1331
$1.15M ﹤0.01%
13,329
+3,345
1332
$1.14M ﹤0.01%
21,770
+20,281
1333
$1.14M ﹤0.01%
14,580
+1,212
1334
$1.14M ﹤0.01%
38,753
-6,144
1335
$1.14M ﹤0.01%
25,170
+573
1336
$1.13M ﹤0.01%
8,165
+153
1337
$1.13M ﹤0.01%
6,236
+2,071
1338
$1.13M ﹤0.01%
12,571
+6,802
1339
$1.13M ﹤0.01%
4,527
-447
1340
$1.12M ﹤0.01%
32,362
+2,221
1341
$1.12M ﹤0.01%
39,569
+4,373
1342
$1.12M ﹤0.01%
11,554
-1,315
1343
$1.12M ﹤0.01%
6,735
1344
$1.12M ﹤0.01%
25,914
-391
1345
$1.12M ﹤0.01%
16,935
+7,159
1346
$1.11M ﹤0.01%
6,573
+155
1347
$1.11M ﹤0.01%
33,377
-598
1348
$1.11M ﹤0.01%
17,453
+1,478
1349
$1.1M ﹤0.01%
26,823
-4,306
1350
$1.1M ﹤0.01%
12,976
+3,480
52 53
54
55 56