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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
2551
$174K ﹤0.01%
1,348
-34
2552
$173K ﹤0.01%
18,524
+4,064
2553
$173K ﹤0.01%
5,662
+5,335
2554
$172K ﹤0.01%
4,192
+492
2555
$172K ﹤0.01%
10,707
+45
2556
$172K ﹤0.01%
12,637
+3,319
2557
$172K ﹤0.01%
8,706
+4,353
2558
$172K ﹤0.01%
2,072
+237
2559
$172K ﹤0.01%
6,076
+1,604
2560
$171K ﹤0.01%
2,789
+1,930
2561
$171K ﹤0.01%
3,419
2562
$170K ﹤0.01%
10,750
+592
2563
$170K ﹤0.01%
2,479
+2,407
2564
$170K ﹤0.01%
11,156
+8,434
2565
$170K ﹤0.01%
5,258
+2,417
2566
$170K ﹤0.01%
2,262
-75
2567
$169K ﹤0.01%
9,395
+6,328
2568
$169K ﹤0.01%
25,154
+1,763
2569
$169K ﹤0.01%
4,296
-787
2570
$168K ﹤0.01%
895
-135
2571
$168K ﹤0.01%
979
+415
2572
$168K ﹤0.01%
811
+259
2573
$168K ﹤0.01%
3,114
+2,194
2574
$167K ﹤0.01%
2,529
+72
2575
$167K ﹤0.01%
6,690
-1,652
101 102
103
104 105