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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
1551
$768K ﹤0.01%
12,245
+983
1552
$767K ﹤0.01%
12,713
-118
1553
$766K ﹤0.01%
39,143
-2,039
1554
$766K ﹤0.01%
8,044
+6,195
1555
$766K ﹤0.01%
39,956
+27,967
1556
$764K ﹤0.01%
18,300
-336
1557
$763K ﹤0.01%
21,331
+1,134
1558
$762K ﹤0.01%
10,598
+8
1559
$761K ﹤0.01%
12,927
-65,879
1560
$759K ﹤0.01%
8,743
+1,309
1561
$759K ﹤0.01%
24,052
+12,548
1562
$757K ﹤0.01%
10,531
-739
1563
$756K ﹤0.01%
9,149
-669
1564
$755K ﹤0.01%
37,981
+20,411
1565
$750K ﹤0.01%
18,153
+805
1566
$748K ﹤0.01%
15,739
+2,239
1567
$746K ﹤0.01%
4,318
-25
1568
$746K ﹤0.01%
18,440
+708
1569
$745K ﹤0.01%
22,917
+19,567
1570
$745K ﹤0.01%
1,272
+595
1571
$744K ﹤0.01%
3,945
+2,682
1572
$744K ﹤0.01%
30,476
+711
1573
$742K ﹤0.01%
22,157
+75
1574
$741K ﹤0.01%
56,516
-4,850
1575
$741K ﹤0.01%
15,542
-1,558
61 62
63
64 65