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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
1801
$498K ﹤0.01%
17,046
+13,369
1802
$497K ﹤0.01%
15,179
-26
1803
$496K ﹤0.01%
4,072
-198
1804
$496K ﹤0.01%
+14,729
1805
$495K ﹤0.01%
124,065
+93,351
1806
$495K ﹤0.01%
20,486
+7,254
1807
$495K ﹤0.01%
17,112
+4,611
1808
$493K ﹤0.01%
9,155
+9,021
1809
$492K ﹤0.01%
41,700
+13,262
1810
$491K ﹤0.01%
1,933
+155
1811
$490K ﹤0.01%
12,142
-1,110
1812
$490K ﹤0.01%
23,915
-1,966
1813
$490K ﹤0.01%
13,927
-1,249
1814
$489K ﹤0.01%
8,563
-72
1815
$489K ﹤0.01%
45,670
+27,832
1816
$489K ﹤0.01%
10,965
+224
1817
$488K ﹤0.01%
47,000
1818
$487K ﹤0.01%
125,137
+50,828
1819
$487K ﹤0.01%
2,440
+167
1820
$487K ﹤0.01%
26,126
+2,464
1821
$486K ﹤0.01%
4,512
+2,048
1822
$486K ﹤0.01%
4,164
-111
1823
$484K ﹤0.01%
12,150
-9,964
1824
$484K ﹤0.01%
79,470
+19,031
1825
$482K ﹤0.01%
4,869
-21,370
71 72
73
74 75