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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
1926
$399K ﹤0.01%
14,079
+5,060
1927
$398K ﹤0.01%
17,095
+185
1928
$397K ﹤0.01%
6,297
+657
1929
$396K ﹤0.01%
24,385
+2,239
1930
$395K ﹤0.01%
10,123
+232
1931
$394K ﹤0.01%
1,221
+212
1932
$394K ﹤0.01%
31,771
+1,227
1933
$394K ﹤0.01%
1,895
-198
1934
$394K ﹤0.01%
13,132
+3,328
1935
$393K ﹤0.01%
2,736
+604
1936
$393K ﹤0.01%
14,513
-1,134
1937
$393K ﹤0.01%
25,385
+9,510
1938
$392K ﹤0.01%
34,636
+17,129
1939
$392K ﹤0.01%
50,207
+29,016
1940
$391K ﹤0.01%
3,313
+49
1941
$389K ﹤0.01%
7,983
-18
1942
$389K ﹤0.01%
7,996
+3,279
1943
$387K ﹤0.01%
13,933
+4,089
1944
$387K ﹤0.01%
33,948
-587
1945
$385K ﹤0.01%
9,587
-34
1946
$385K ﹤0.01%
78,200
+2,394
1947
$385K ﹤0.01%
10,104
-3,765
1948
$383K ﹤0.01%
35,480
-2,897
1949
$382K ﹤0.01%
16,654
+6,686
1950
$380K ﹤0.01%
31,163
+16,301
76 77
78
79 80