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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
1676
$626K ﹤0.01%
36,693
+28,135
1677
$626K ﹤0.01%
4,326
+3,789
1678
$623K ﹤0.01%
11,918
-18,708
1679
$622K ﹤0.01%
2,006
+1,139
1680
$622K ﹤0.01%
36,158
+9,415
1681
$619K ﹤0.01%
16,227
+6,949
1682
$616K ﹤0.01%
18,740
+112
1683
$612K ﹤0.01%
31,937
+1,115
1684
$610K ﹤0.01%
52,529
-287
1685
$610K ﹤0.01%
2,930
+46
1686
$610K ﹤0.01%
12,375
-597
1687
$610K ﹤0.01%
4,607
-1,109
1688
$609K ﹤0.01%
6,426
+3,183
1689
$606K ﹤0.01%
11,415
+2,702
1690
$605K ﹤0.01%
29,770
+21,388
1691
$603K ﹤0.01%
18,812
+2,274
1692
$602K ﹤0.01%
7,300
+1,276
1693
$602K ﹤0.01%
2,816
-12,237
1694
$601K ﹤0.01%
18,072
+3,717
1695
$598K ﹤0.01%
3,202
+77
1696
$598K ﹤0.01%
11,091
-272
1697
$597K ﹤0.01%
13,574
+4,188
1698
$596K ﹤0.01%
48,268
+15,918
1699
$593K ﹤0.01%
7,660
+305
1700
$592K ﹤0.01%
12,737
-12,714
66 67
68
69 70