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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
1651
$644K ﹤0.01%
2,044
+183
1652
$644K ﹤0.01%
4,041
-281
1653
$644K ﹤0.01%
26,651
+1,060
1654
$643K ﹤0.01%
21,431
+13,583
1655
$642K ﹤0.01%
6,909
-43
1656
$642K ﹤0.01%
9,807
+1,932
1657
$641K ﹤0.01%
4,094
+1,492
1658
$641K ﹤0.01%
41,409
+29,135
1659
$641K ﹤0.01%
39,858
+23,816
1660
$640K ﹤0.01%
3,204
-120
1661
$639K ﹤0.01%
10,016
-6,737
1662
$638K ﹤0.01%
499
-2
1663
$636K ﹤0.01%
33,002
+1,189
1664
$636K ﹤0.01%
4,831
+1,567
1665
$634K ﹤0.01%
38,653
-6,751
1666
$634K ﹤0.01%
38,358
+20,272
1667
$634K ﹤0.01%
18,920
+2,781
1668
$632K ﹤0.01%
5,590
+1,185
1669
$632K ﹤0.01%
27,313
+22,898
1670
$631K ﹤0.01%
5,034
+3
1671
$631K ﹤0.01%
18,906
+2,290
1672
$629K ﹤0.01%
114,231
+33,973
1673
$628K ﹤0.01%
34,450
-82,318
1674
$628K ﹤0.01%
35,667
-26,177
1675
$626K ﹤0.01%
5,151
+2,146
65 66
67
68 69