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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
2626
$157K ﹤0.01%
10,235
-1,622
2627
$157K ﹤0.01%
3,474
-4,136
2628
$157K ﹤0.01%
7,898
+1,244
2629
$157K ﹤0.01%
11,866
+9,663
2630
$156K ﹤0.01%
4,542
+724
2631
$156K ﹤0.01%
16,462
+431
2632
$156K ﹤0.01%
2,392
-42
2633
$156K ﹤0.01%
1,450
-513
2634
$156K ﹤0.01%
7,985
-363
2635
$156K ﹤0.01%
6,248
+220
2636
$155K ﹤0.01%
31,037
+10,638
2637
$155K ﹤0.01%
24,965
-6,319
2638
$155K ﹤0.01%
2,738
+224
2639
$155K ﹤0.01%
5,184
2640
$155K ﹤0.01%
6,376
+2,481
2641
$155K ﹤0.01%
6,316
-455
2642
$155K ﹤0.01%
4,390
+737
2643
$155K ﹤0.01%
44,628
+291
2644
$155K ﹤0.01%
10,994
+8,962
2645
$154K ﹤0.01%
12,044
+5,197
2646
$154K ﹤0.01%
8,159
+779
2647
$154K ﹤0.01%
390
-204
2648
$154K ﹤0.01%
3,766
+1,807
2649
$154K ﹤0.01%
11,364
+4,917
2650
$154K ﹤0.01%
14,918
+932
104 105
106
107 108