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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
1751
$539K ﹤0.01%
6,139
+4,187
1752
$538K ﹤0.01%
7,009
+1,250
1753
$538K ﹤0.01%
21,675
+17,130
1754
$537K ﹤0.01%
11,738
+155
1755
$537K ﹤0.01%
8,444
-386
1756
$533K ﹤0.01%
4,090
+777
1757
$533K ﹤0.01%
74,085
+14,608
1758
$532K ﹤0.01%
8,367
-50
1759
$531K ﹤0.01%
15,033
+1,740
1760
$530K ﹤0.01%
13,811
-560
1761
$528K ﹤0.01%
14,865
+562
1762
$527K ﹤0.01%
14,861
+212
1763
$527K ﹤0.01%
5,766
+1,044
1764
$526K ﹤0.01%
36,684
+10,409
1765
$526K ﹤0.01%
39,712
-3,988
1766
$525K ﹤0.01%
45,405
+21,130
1767
$525K ﹤0.01%
9,227
+6,713
1768
$525K ﹤0.01%
11,202
+1,715
1769
$524K ﹤0.01%
30,919
+18,714
1770
$524K ﹤0.01%
12,546
+6,450
1771
$523K ﹤0.01%
2,625
-458
1772
$523K ﹤0.01%
15,998
+6,561
1773
$522K ﹤0.01%
1,569
-277
1774
$518K ﹤0.01%
9,799
+5,808
1775
$517K ﹤0.01%
4,507
69 70
71
72 73