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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
2601
$163K ﹤0.01%
2,488
+170
2602
$162K ﹤0.01%
1,383
+871
2603
$162K ﹤0.01%
12,384
+1,483
2604
$162K ﹤0.01%
11,676
+4,756
2605
$162K ﹤0.01%
6,574
+1,018
2606
$162K ﹤0.01%
2,461
+600
2607
$162K ﹤0.01%
7,936
+4,442
2608
$162K ﹤0.01%
5,909
-15
2609
$161K ﹤0.01%
+6,152
2610
$161K ﹤0.01%
796
+54
2611
$160K ﹤0.01%
10,949
-425
2612
$160K ﹤0.01%
6,080
-287
2613
$159K ﹤0.01%
6,953
+5,087
2614
$159K ﹤0.01%
3,141
+1,292
2615
$159K ﹤0.01%
4,265
+573
2616
$159K ﹤0.01%
4,301
-242
2617
$159K ﹤0.01%
4,040
+774
2618
$159K ﹤0.01%
1,527
-54
2619
$158K ﹤0.01%
14,318
-1,458
2620
$158K ﹤0.01%
7,801
+4,249
2621
$158K ﹤0.01%
62,750
-10,045
2622
$158K ﹤0.01%
29,719
+2,396
2623
$158K ﹤0.01%
3,493
+3,327
2624
$157K ﹤0.01%
6,706
-446
2625
$157K ﹤0.01%
2,443
-225
103 104
105
106 107