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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
1951
$380K ﹤0.01%
31,419
+4,569
1952
$379K ﹤0.01%
25,326
+7,866
1953
$379K ﹤0.01%
102,328
+64,365
1954
$378K ﹤0.01%
15,303
-8,096
1955
$378K ﹤0.01%
1,664
+466
1956
$377K ﹤0.01%
50,359
+16,953
1957
$376K ﹤0.01%
+9,871
1958
$376K ﹤0.01%
11,333
-1,848
1959
$374K ﹤0.01%
5,592
+342
1960
$374K ﹤0.01%
5,961
-452
1961
$373K ﹤0.01%
1,866
-56
1962
$373K ﹤0.01%
13,309
+4,431
1963
$372K ﹤0.01%
15,546
-1,936
1964
$371K ﹤0.01%
6,660
+1,897
1965
$371K ﹤0.01%
13,050
+7,041
1966
$370K ﹤0.01%
3,350
+35
1967
$370K ﹤0.01%
11,793
+1,694
1968
$369K ﹤0.01%
3,941
-622
1969
$368K ﹤0.01%
8,571
-151
1970
$366K ﹤0.01%
15,816
+9,619
1971
$366K ﹤0.01%
4,505
-5,414
1972
$366K ﹤0.01%
6,392
+2,516
1973
$366K ﹤0.01%
2,251
+1,163
1974
$366K ﹤0.01%
+13,353
1975
$365K ﹤0.01%
31,239
+755
77 78
79
80 81