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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
126
$52M 0.16%
546,104
+1,528
127
$51M 0.15%
352,732
+39,816
128
$50.8M 0.15%
946,321
+94,783
129
$50M 0.15%
983,758
+152,100
130
$50M 0.15%
87,939
+14,012
131
$50M 0.15%
2,227,844
+169,472
132
$48.3M 0.15%
101,188
+10,555
133
$47.6M 0.14%
1,624,900
+764,809
134
$47M 0.14%
1,308,488
+20,197
135
$46.5M 0.14%
1,040,266
+259,426
136
$45.3M 0.14%
866,272
+39,410
137
$44.7M 0.13%
776,572
+71,488
138
$44.5M 0.13%
379,732
+44,264
139
$44.3M 0.13%
157,141
+2,723
140
$44.3M 0.13%
2,605,968
-29,907
141
$44.2M 0.13%
820,716
+98,647
142
$44.2M 0.13%
676,893
-39,284
143
$42.5M 0.13%
291,722
-25,237
144
$42.2M 0.13%
473,834
+89,402
145
$41.8M 0.13%
148,049
+25,426
146
$41.1M 0.12%
1,612,382
+123,473
147
$40.8M 0.12%
543,505
+58,031
148
$40.7M 0.12%
1,090,174
+259,683
149
$40.2M 0.12%
844,131
+157,700
150
$39.9M 0.12%
396,671
+291,960
4 5
6
7 8