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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
2526
$181K ﹤0.01%
12,988
+559
2527
$180K ﹤0.01%
4,669
+3,800
2528
$180K ﹤0.01%
5,359
+2,031
2529
$180K ﹤0.01%
4,454
+398
2530
$180K ﹤0.01%
4,124
+1,938
2531
$178K ﹤0.01%
6,165
+987
2532
$178K ﹤0.01%
2,061
+8
2533
$178K ﹤0.01%
4,885
+134
2534
$178K ﹤0.01%
3,583
+2,799
2535
$178K ﹤0.01%
9,822
+6,862
2536
$177K ﹤0.01%
14,898
+7,163
2537
$177K ﹤0.01%
4,483
+1,517
2538
$177K ﹤0.01%
4,508
-1,358
2539
$176K ﹤0.01%
4,796
+193
2540
$175K ﹤0.01%
7,060
-563
2541
$175K ﹤0.01%
10,383
+8,305
2542
$175K ﹤0.01%
3,977
+3,464
2543
$175K ﹤0.01%
3,656
+576
2544
$174K ﹤0.01%
2,993
+1,829
2545
$174K ﹤0.01%
1,792
-390
2546
$174K ﹤0.01%
11,227
-1,899
2547
$174K ﹤0.01%
55,387
+13,479
2548
$174K ﹤0.01%
4,419
+1,343
2549
$174K ﹤0.01%
3,456
+17
2550
$174K ﹤0.01%
5,036
+2,831
100 101
102
103 104