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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
1401
$1.01M ﹤0.01%
6,045
+1,035
1402
$1.01M ﹤0.01%
27,120
+2,428
1403
$1.01M ﹤0.01%
26,617
+333
1404
$1.01M ﹤0.01%
2,760
+421
1405
$1.01M ﹤0.01%
192,003
-17,641
1406
$1.01M ﹤0.01%
30,683
+359
1407
$1M ﹤0.01%
85,645
+22,466
1408
$1M ﹤0.01%
9,895
+692
1409
$999K ﹤0.01%
20,844
+12,353
1410
$995K ﹤0.01%
37,554
+34,821
1411
$991K ﹤0.01%
35,665
-622
1412
$990K ﹤0.01%
41,112
-184
1413
$990K ﹤0.01%
14,949
+477
1414
$990K ﹤0.01%
12,630
-1,632
1415
$987K ﹤0.01%
6,546
+71
1416
$986K ﹤0.01%
73,475
+58
1417
$983K ﹤0.01%
15,264
-905
1418
$981K ﹤0.01%
+17,966
1419
$979K ﹤0.01%
19,585
+12,133
1420
$978K ﹤0.01%
16,661
+144
1421
$978K ﹤0.01%
13,268
+289
1422
$975K ﹤0.01%
22,451
+2,111
1423
$973K ﹤0.01%
5,442
+792
1424
$972K ﹤0.01%
2,170
+286
1425
$971K ﹤0.01%
+30,464
55 56
57
58 59