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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
2001
$352K ﹤0.01%
19,634
-4,555
2002
$350K ﹤0.01%
9,438
-415
2003
$348K ﹤0.01%
17,222
+116
2004
$348K ﹤0.01%
5,220
2005
$348K ﹤0.01%
3,145
-29,010
2006
$347K ﹤0.01%
10,082
+1,639
2007
$346K ﹤0.01%
8,133
+726
2008
$346K ﹤0.01%
10,739
-29
2009
$345K ﹤0.01%
8,804
+5,479
2010
$344K ﹤0.01%
56,486
+18,040
2011
$344K ﹤0.01%
5,126
+1,056
2012
$343K ﹤0.01%
7,343
-8,713
2013
$343K ﹤0.01%
3,184
+7
2014
$342K ﹤0.01%
9,798
+2,683
2015
$342K ﹤0.01%
18,117
+6,894
2016
$342K ﹤0.01%
22,252
+3,755
2017
$341K ﹤0.01%
3,457
+2,626
2018
$341K ﹤0.01%
+19,973
2019
$340K ﹤0.01%
28,510
+11,062
2020
$340K ﹤0.01%
51,287
-9,235
2021
$339K ﹤0.01%
8,365
2022
$339K ﹤0.01%
14,190
+3,829
2023
$339K ﹤0.01%
23,067
-1,612
2024
$339K ﹤0.01%
25,578
+10,245
2025
$339K ﹤0.01%
647
+25
79 80
81
82 83