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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
1626
$675K ﹤0.01%
24,477
+7,388
1627
$674K ﹤0.01%
546
-2
1628
$672K ﹤0.01%
2,254
+785
1629
$671K ﹤0.01%
2,403
+1,278
1630
$669K ﹤0.01%
18,236
+17,280
1631
$668K ﹤0.01%
13,501
+912
1632
$668K ﹤0.01%
10,752
+4,215
1633
$667K ﹤0.01%
11,367
+1,482
1634
$664K ﹤0.01%
5,015
+2,219
1635
$663K ﹤0.01%
12,667
-910
1636
$662K ﹤0.01%
4,664
+177
1637
$658K ﹤0.01%
8,402
+1,439
1638
$657K ﹤0.01%
9,755
1639
$657K ﹤0.01%
17,784
+2,980
1640
$657K ﹤0.01%
68,035
+21,219
1641
$656K ﹤0.01%
18,591
+281
1642
$654K ﹤0.01%
6,992
+167
1643
$653K ﹤0.01%
24,823
+11,851
1644
$653K ﹤0.01%
6,493
-474
1645
$653K ﹤0.01%
8,726
-250
1646
$649K ﹤0.01%
32,115
+23,370
1647
$648K ﹤0.01%
11,640
+249
1648
$647K ﹤0.01%
18,254
-1,882
1649
$647K ﹤0.01%
33,382
-1,458
1650
$645K ﹤0.01%
26,194
-457
64 65
66
67 68