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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
1451
$930K ﹤0.01%
18,035
+10,228
1452
$929K ﹤0.01%
37,276
-2,647
1453
$925K ﹤0.01%
27,137
+6,752
1454
$924K ﹤0.01%
14,730
+567
1455
$924K ﹤0.01%
8,242
-859
1456
$922K ﹤0.01%
5,144
-243
1457
$922K ﹤0.01%
29,562
+3,594
1458
$921K ﹤0.01%
6,383
-138
1459
$921K ﹤0.01%
18,795
+958
1460
$920K ﹤0.01%
12,600
+91
1461
$917K ﹤0.01%
34,870
-27,307
1462
$917K ﹤0.01%
28,725
+1,584
1463
$916K ﹤0.01%
39,393
-676
1464
$914K ﹤0.01%
12,646
+1,193
1465
$910K ﹤0.01%
7,067
-528
1466
$909K ﹤0.01%
22,342
-55
1467
$909K ﹤0.01%
39,007
+362
1468
$908K ﹤0.01%
35,299
+3,084
1469
$908K ﹤0.01%
22,921
+152
1470
$907K ﹤0.01%
7,879
+6,136
1471
$905K ﹤0.01%
12,004
-28,517
1472
$905K ﹤0.01%
62,701
+29,040
1473
$901K ﹤0.01%
26,956
+12,768
1474
$899K ﹤0.01%
26,185
+6,408
1475
$898K ﹤0.01%
52,460
+30,381
57 58
59
60 61