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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
1476
$898K ﹤0.01%
13,108
-152
1477
$897K ﹤0.01%
19,253
-7,823
1478
$897K ﹤0.01%
22,920
+9,038
1479
$896K ﹤0.01%
39,178
+11,824
1480
$893K ﹤0.01%
35,988
+2,124
1481
$892K ﹤0.01%
10,065
-249
1482
$889K ﹤0.01%
105,547
-23,475
1483
$888K ﹤0.01%
7,010
-1,902
1484
$887K ﹤0.01%
34,609
-4,753
1485
$887K ﹤0.01%
46,556
+44,530
1486
$886K ﹤0.01%
52,650
+28,016
1487
$877K ﹤0.01%
18,462
-681
1488
$877K ﹤0.01%
21,482
-2,028
1489
$874K ﹤0.01%
18,828
-1,065
1490
$873K ﹤0.01%
19,764
+235
1491
$873K ﹤0.01%
+22,209
1492
$871K ﹤0.01%
19,868
+4,018
1493
$871K ﹤0.01%
+34,342
1494
$870K ﹤0.01%
28,799
-504
1495
$867K ﹤0.01%
8,640
+3,000
1496
$866K ﹤0.01%
9,581
+7,195
1497
$861K ﹤0.01%
45,889
-1,259
1498
$855K ﹤0.01%
4,513
-129
1499
$854K ﹤0.01%
28,668
+4,015
1500
$853K ﹤0.01%
8,422
+5,660
58 59
60
61 62