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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
2501
$186K ﹤0.01%
46,662
+6,558
2502
$186K ﹤0.01%
9,825
+871
2503
$186K ﹤0.01%
11,499
+2,343
2504
$186K ﹤0.01%
2,812
+1,549
2505
$185K ﹤0.01%
2,746
+754
2506
$185K ﹤0.01%
13,609
+11,583
2507
$185K ﹤0.01%
7,657
+3,838
2508
$185K ﹤0.01%
20,575
+9,129
2509
$185K ﹤0.01%
3,263
+2,092
2510
$184K ﹤0.01%
22,914
+15,330
2511
$184K ﹤0.01%
87,308
-7,514
2512
$184K ﹤0.01%
20,455
+433
2513
$184K ﹤0.01%
2,410
+157
2514
$183K ﹤0.01%
3,810
+1,041
2515
$183K ﹤0.01%
2,289
+443
2516
$183K ﹤0.01%
47,287
-22,721
2517
$183K ﹤0.01%
10,500
+6,116
2518
$182K ﹤0.01%
2,598
+363
2519
$182K ﹤0.01%
6,596
+5,683
2520
$182K ﹤0.01%
3,506
+152
2521
$182K ﹤0.01%
17,922
+11,503
2522
$181K ﹤0.01%
25,773
+613
2523
$181K ﹤0.01%
858
+40
2524
$181K ﹤0.01%
2,986
2525
$181K ﹤0.01%
3,230
+243
99 100
101
102 103