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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
1376
$1.05M ﹤0.01%
118,363
+76,957
1377
$1.04M ﹤0.01%
37,533
-144
1378
$1.04M ﹤0.01%
70,296
-183
1379
$1.04M ﹤0.01%
35,740
+5,699
1380
$1.04M ﹤0.01%
10,623
+269
1381
$1.03M ﹤0.01%
12,336
+5,094
1382
$1.03M ﹤0.01%
3,142
+66
1383
$1.03M ﹤0.01%
15,679
-19,558
1384
$1.03M ﹤0.01%
13,004
-167
1385
$1.03M ﹤0.01%
23,785
+2,037
1386
$1.03M ﹤0.01%
19,540
+15,228
1387
$1.03M ﹤0.01%
8,736
+2,934
1388
$1.03M ﹤0.01%
17,229
-32
1389
$1.03M ﹤0.01%
26,111
+2,500
1390
$1.03M ﹤0.01%
12,225
+527
1391
$1.03M ﹤0.01%
161,772
+82,960
1392
$1.03M ﹤0.01%
5,405
+3,272
1393
$1.02M ﹤0.01%
6,467
+3,481
1394
$1.02M ﹤0.01%
13,736
+1,056
1395
$1.02M ﹤0.01%
19,081
-49,992
1396
$1.02M ﹤0.01%
32,477
+365
1397
$1.01M ﹤0.01%
13,847
+709
1398
$1.01M ﹤0.01%
9,791
-239
1399
$1.01M ﹤0.01%
64,176
+4,280
1400
$1.01M ﹤0.01%
27,073
+344
54 55
56
57 58