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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
1501
$851K ﹤0.01%
26,943
+16,662
1502
$850K ﹤0.01%
10,389
-1,924
1503
$846K ﹤0.01%
9,993
-240
1504
$843K ﹤0.01%
6,267
+41
1505
$836K ﹤0.01%
9,587
-159
1506
$836K ﹤0.01%
40,592
+1,703
1507
$835K ﹤0.01%
10,636
-685
1508
$834K ﹤0.01%
9,220
-153
1509
$832K ﹤0.01%
12,168
-244
1510
$832K ﹤0.01%
19,365
+2,230
1511
$831K ﹤0.01%
31,241
+29,032
1512
$831K ﹤0.01%
22,364
+3,715
1513
$831K ﹤0.01%
5,536
+4,492
1514
$828K ﹤0.01%
6,348
-1,513
1515
$828K ﹤0.01%
6,689
+535
1516
$827K ﹤0.01%
158,093
+44,102
1517
$825K ﹤0.01%
10,935
-80
1518
$822K ﹤0.01%
14,509
+1,225
1519
$820K ﹤0.01%
20,053
-28,572
1520
$818K ﹤0.01%
13,840
-17,399
1521
$815K ﹤0.01%
11,752
+46
1522
$813K ﹤0.01%
33,953
+9,611
1523
$813K ﹤0.01%
41,722
+12,823
1524
$812K ﹤0.01%
20,755
-507
1525
$807K ﹤0.01%
26,643
+2,359
59 60
61
62 63