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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
2276
$248K ﹤0.01%
6,186
2277
$247K ﹤0.01%
20,647
-817
2278
$247K ﹤0.01%
6,448
-989
2279
$246K ﹤0.01%
6,468
2280
$246K ﹤0.01%
26,358
+10,397
2281
$245K ﹤0.01%
41,051
+41,000
2282
$245K ﹤0.01%
8,662
-672
2283
$245K ﹤0.01%
14,388
+5,664
2284
$245K ﹤0.01%
3,383
+1,752
2285
$244K ﹤0.01%
21,289
+12,679
2286
$244K ﹤0.01%
3,981
+430
2287
$243K ﹤0.01%
14,666
+5,883
2288
$243K ﹤0.01%
5,043
-274
2289
$242K ﹤0.01%
2,480
-1,040
2290
$242K ﹤0.01%
36,045
+13,984
2291
$242K ﹤0.01%
2,643
+2,610
2292
$241K ﹤0.01%
7,959
+443
2293
$241K ﹤0.01%
4,888
+2
2294
$241K ﹤0.01%
3,617
-25
2295
$241K ﹤0.01%
7,862
-204
2296
$240K ﹤0.01%
11,786
-888
2297
$240K ﹤0.01%
6,438
+1,155
2298
$239K ﹤0.01%
15,034
+1,926
2299
$239K ﹤0.01%
495
+108
2300
$239K ﹤0.01%
2,598
+1,298
90 91
92
93 94