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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
1426
$968K ﹤0.01%
39,442
+17,236
1427
$966K ﹤0.01%
26,218
+5,027
1428
$964K ﹤0.01%
12,965
+5,752
1429
$964K ﹤0.01%
29,193
-7,408
1430
$963K ﹤0.01%
11,068
+2,451
1431
$961K ﹤0.01%
6,364
+1,309
1432
$960K ﹤0.01%
47,222
-4,106
1433
$959K ﹤0.01%
5,894
+3,808
1434
$959K ﹤0.01%
18,223
-4,764
1435
$958K ﹤0.01%
31,322
+24,047
1436
$954K ﹤0.01%
13,056
+8,290
1437
$947K ﹤0.01%
21,251
+577
1438
$946K ﹤0.01%
34,906
-80,419
1439
$946K ﹤0.01%
26,278
+10,018
1440
$943K ﹤0.01%
50,479
+5,226
1441
$943K ﹤0.01%
23,198
+3,522
1442
$943K ﹤0.01%
46,312
+4,508
1443
$941K ﹤0.01%
20,263
-1,048
1444
$938K ﹤0.01%
+35,683
1445
$937K ﹤0.01%
7,432
-279
1446
$936K ﹤0.01%
5,285
+3,006
1447
$935K ﹤0.01%
1,766
+267
1448
$933K ﹤0.01%
13,487
+3,200
1449
$932K ﹤0.01%
14,035
+2,121
1450
$932K ﹤0.01%
6,388
-325
56 57
58
59 60