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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
1976
$365K ﹤0.01%
9,422
-100
1977
$365K ﹤0.01%
30,751
+5,022
1978
$364K ﹤0.01%
2,190
+1
1979
$364K ﹤0.01%
5,026
+458
1980
$364K ﹤0.01%
3,585
-633
1981
$363K ﹤0.01%
4,913
+1,959
1982
$362K ﹤0.01%
2,763
+526
1983
$361K ﹤0.01%
27,335
+22,139
1984
$361K ﹤0.01%
4,824
+2,208
1985
$359K ﹤0.01%
7,449
+1,055
1986
$359K ﹤0.01%
8,759
+2,193
1987
$358K ﹤0.01%
33,795
+1,231
1988
$358K ﹤0.01%
12,507
+155
1989
$357K ﹤0.01%
2,314
+158
1990
$357K ﹤0.01%
4,894
+3,676
1991
$357K ﹤0.01%
6,197
+2,190
1992
$356K ﹤0.01%
8,087
+1,242
1993
$355K ﹤0.01%
4,996
+84
1994
$355K ﹤0.01%
3,324
-178
1995
$355K ﹤0.01%
67,928
+10,935
1996
$354K ﹤0.01%
2,455
+724
1997
$353K ﹤0.01%
5,807
-58
1998
$353K ﹤0.01%
29,363
+9,498
1999
$353K ﹤0.01%
79,792
+55,630
2000
$353K ﹤0.01%
2,736
+280
78 79
80
81 82