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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
1701
$590K ﹤0.01%
26,735
-6,367
1702
$589K ﹤0.01%
44,773
+8,286
1703
$589K ﹤0.01%
9,334
+3,038
1704
$588K ﹤0.01%
16,958
+14,003
1705
$587K ﹤0.01%
1,476
+163
1706
$585K ﹤0.01%
14,740
-510
1707
$580K ﹤0.01%
28,193
+19,786
1708
$574K ﹤0.01%
12,206
+2,555
1709
$574K ﹤0.01%
28,358
+7,806
1710
$573K ﹤0.01%
3,640
+299
1711
$572K ﹤0.01%
28,656
+25,610
1712
$570K ﹤0.01%
11,517
+1,434
1713
$569K ﹤0.01%
21,098
-16,594
1714
$565K ﹤0.01%
16,019
+501
1715
$564K ﹤0.01%
13,582
+13,265
1716
$562K ﹤0.01%
11,507
-790
1717
$562K ﹤0.01%
4,351
+1,017
1718
$562K ﹤0.01%
10,247
-1,673
1719
$561K ﹤0.01%
4,876
+657
1720
$560K ﹤0.01%
1,920
+358
1721
$560K ﹤0.01%
7,477
+7,427
1722
$558K ﹤0.01%
4,230
+490
1723
$558K ﹤0.01%
12,393
+5,748
1724
$558K ﹤0.01%
4,143
-566
1725
$557K ﹤0.01%
16,528
-1,312
67 68
69
70 71