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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
1901
$417K ﹤0.01%
14,064
+5,589
1902
$416K ﹤0.01%
1,451
+192
1903
$415K ﹤0.01%
6,458
+1,227
1904
$414K ﹤0.01%
10,155
+421
1905
$413K ﹤0.01%
956
-976
1906
$412K ﹤0.01%
5,929
-2,958
1907
$411K ﹤0.01%
5,142
-2,268
1908
$411K ﹤0.01%
+16,102
1909
$410K ﹤0.01%
5,736
+38
1910
$410K ﹤0.01%
105,848
-2,444
1911
$409K ﹤0.01%
27,404
+9,348
1912
$409K ﹤0.01%
23,306
+1,742
1913
$408K ﹤0.01%
10,860
+2,777
1914
$408K ﹤0.01%
2,413
+1,565
1915
$406K ﹤0.01%
10,604
+9,787
1916
$405K ﹤0.01%
37,779
+21,488
1917
$404K ﹤0.01%
7,022
+1,743
1918
$404K ﹤0.01%
5,298
+3
1919
$404K ﹤0.01%
23,592
+11,761
1920
$402K ﹤0.01%
19,093
+3
1921
$401K ﹤0.01%
6,228
+429
1922
$401K ﹤0.01%
17,307
+6,224
1923
$401K ﹤0.01%
10,983
+2,453
1924
$400K ﹤0.01%
+8,813
1925
$399K ﹤0.01%
11,416
+9,508
75 76
77
78 79