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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
1601
$705K ﹤0.01%
32,268
+17,233
1602
$705K ﹤0.01%
5,488
+1,947
1603
$704K ﹤0.01%
23,842
+14,655
1604
$701K ﹤0.01%
8,781
-14,535
1605
$700K ﹤0.01%
15,198
+1,871
1606
$699K ﹤0.01%
12,504
+2
1607
$699K ﹤0.01%
10,660
+7,604
1608
$698K ﹤0.01%
20,325
-1,066
1609
$698K ﹤0.01%
7,081
+165
1610
$696K ﹤0.01%
10,837
-49
1611
$694K ﹤0.01%
31,893
+233
1612
$693K ﹤0.01%
2,728
+1,929
1613
$692K ﹤0.01%
3,153
+22
1614
$690K ﹤0.01%
25,419
+6,267
1615
$690K ﹤0.01%
16,096
+8,752
1616
$690K ﹤0.01%
1,623
+944
1617
$689K ﹤0.01%
39,511
+30,711
1618
$689K ﹤0.01%
7,182
-344
1619
$687K ﹤0.01%
40,838
-23,209
1620
$687K ﹤0.01%
17,361
+10,784
1621
$686K ﹤0.01%
28,915
+23,308
1622
$680K ﹤0.01%
9,664
1623
$679K ﹤0.01%
10,877
-822
1624
$675K ﹤0.01%
11,987
-32,098
1625
$675K ﹤0.01%
24,359
+20,709
63 64
65
66 67