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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
1576
$739K ﹤0.01%
8,023
-529
1577
$738K ﹤0.01%
6,569
-286
1578
$738K ﹤0.01%
14,862
-2,393
1579
$735K ﹤0.01%
20,638
+2,621
1580
$733K ﹤0.01%
3,751
+444
1581
$730K ﹤0.01%
14,366
-521
1582
$730K ﹤0.01%
10,236
+237
1583
$730K ﹤0.01%
14,560
+235
1584
$728K ﹤0.01%
24,954
+15,730
1585
$725K ﹤0.01%
25,988
+16,164
1586
$724K ﹤0.01%
5,859
+790
1587
$719K ﹤0.01%
9,956
+8,513
1588
$719K ﹤0.01%
52,776
+30,161
1589
$716K ﹤0.01%
36,998
-10,063
1590
$715K ﹤0.01%
41,398
+1,831
1591
$714K ﹤0.01%
6,813
+1
1592
$714K ﹤0.01%
14,830
+9,820
1593
$714K ﹤0.01%
10,949
+2,734
1594
$714K ﹤0.01%
12,543
-4,578
1595
$712K ﹤0.01%
5,324
+3,850
1596
$707K ﹤0.01%
36,520
+16,471
1597
$707K ﹤0.01%
20,701
+2,429
1598
$707K ﹤0.01%
9,662
+5,758
1599
$706K ﹤0.01%
54,121
+28,204
1600
$705K ﹤0.01%
88,603
+35,384
62 63
64
65 66