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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
1351
$1.1M ﹤0.01%
44,242
-13,220
1352
$1.1M ﹤0.01%
19,293
+6,294
1353
$1.09M ﹤0.01%
5,692
+4,029
1354
$1.09M ﹤0.01%
73,313
+42,297
1355
$1.09M ﹤0.01%
18,084
-6,957
1356
$1.08M ﹤0.01%
33,972
+2,059
1357
$1.08M ﹤0.01%
920
+707
1358
$1.08M ﹤0.01%
2,360
-220
1359
$1.08M ﹤0.01%
14,270
-4,730
1360
$1.08M ﹤0.01%
13,282
+6,638
1361
$1.07M ﹤0.01%
3,073
+309
1362
$1.07M ﹤0.01%
42,050
-4,778
1363
$1.07M ﹤0.01%
20,610
+19,610
1364
$1.06M ﹤0.01%
35,204
+4,311
1365
$1.06M ﹤0.01%
8,750
+629
1366
$1.06M ﹤0.01%
11,400
+4,587
1367
$1.06M ﹤0.01%
9,312
+3,187
1368
$1.06M ﹤0.01%
20,886
+7,110
1369
$1.05M ﹤0.01%
24,673
+19,605
1370
$1.05M ﹤0.01%
21,507
-6,188
1371
$1.05M ﹤0.01%
3,949
+397
1372
$1.05M ﹤0.01%
14,397
+1,967
1373
$1.05M ﹤0.01%
42,645
+4,126
1374
$1.05M ﹤0.01%
17,163
-692
1375
$1.05M ﹤0.01%
42,356
+14,922
53 54
55
56 57