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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
1526
$806K ﹤0.01%
+12,496
1527
$805K ﹤0.01%
9,816
-602
1528
$804K ﹤0.01%
28,404
+11,589
1529
$796K ﹤0.01%
4,976
+156
1530
$794K ﹤0.01%
37,223
+9,901
1531
$791K ﹤0.01%
17,256
+5,212
1532
$790K ﹤0.01%
4,084
-10,898
1533
$790K ﹤0.01%
23,396
1534
$789K ﹤0.01%
+23,772
1535
$785K ﹤0.01%
18,479
-951
1536
$785K ﹤0.01%
10,172
+4,680
1537
$781K ﹤0.01%
9,314
+2,451
1538
$781K ﹤0.01%
54,358
+16
1539
$781K ﹤0.01%
14,860
-1,720
1540
$778K ﹤0.01%
407
-81
1541
$777K ﹤0.01%
30,669
+11,973
1542
$777K ﹤0.01%
8,690
+1,044
1543
$774K ﹤0.01%
+11,347
1544
$773K ﹤0.01%
16,889
+3,346
1545
$773K ﹤0.01%
20,514
+14,444
1546
$773K ﹤0.01%
2,979
-138
1547
$772K ﹤0.01%
6,518
+2,574
1548
$770K ﹤0.01%
19,841
-874
1549
$770K ﹤0.01%
13,636
+3,911
1550
$769K ﹤0.01%
8,323
60 61
62
63 64