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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
2151
$294K ﹤0.01%
9,536
-3,910
2152
$294K ﹤0.01%
2,094
+62
2153
$293K ﹤0.01%
29,230
+5,268
2154
$293K ﹤0.01%
3,326
+578
2155
$293K ﹤0.01%
4,636
+2,391
2156
$292K ﹤0.01%
4,416
+10
2157
$292K ﹤0.01%
163
+46
2158
$292K ﹤0.01%
2,892
-199
2159
$291K ﹤0.01%
2,550
2160
$291K ﹤0.01%
1,719
+188
2161
$291K ﹤0.01%
2,796
+380
2162
$290K ﹤0.01%
10,826
+5,341
2163
$289K ﹤0.01%
17,263
+6,526
2164
$288K ﹤0.01%
28,262
+1,376
2165
$287K ﹤0.01%
11,012
+1,066
2166
$287K ﹤0.01%
967
+1
2167
$286K ﹤0.01%
13,845
+2,656
2168
$286K ﹤0.01%
36,312
+26,915
2169
$285K ﹤0.01%
2,696
+883
2170
$285K ﹤0.01%
1,240
+5
2171
$285K ﹤0.01%
4,663
+205
2172
$285K ﹤0.01%
7,856
+1,352
2173
$284K ﹤0.01%
52,260
+31,507
2174
$284K ﹤0.01%
23,796
+14,725
2175
$284K ﹤0.01%
9,333
+1
85 86
87
88 89