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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
2651
$154K ﹤0.01%
1,851
-12,031
2652
$154K ﹤0.01%
13,654
+8,794
2653
$153K ﹤0.01%
1,882
+1,066
2654
$153K ﹤0.01%
2,381
+1,923
2655
$153K ﹤0.01%
7,909
2656
$153K ﹤0.01%
7,964
+3,764
2657
$152K ﹤0.01%
12,422
-8,117
2658
$152K ﹤0.01%
730
-13
2659
$152K ﹤0.01%
6,883
+1,568
2660
$152K ﹤0.01%
46,168
+495
2661
$152K ﹤0.01%
4,985
+353
2662
$151K ﹤0.01%
+17,067
2663
$151K ﹤0.01%
4,284
+380
2664
$151K ﹤0.01%
8,229
+631
2665
$151K ﹤0.01%
+4,559
2666
$150K ﹤0.01%
16,910
+6,668
2667
$150K ﹤0.01%
1,618
+22
2668
$150K ﹤0.01%
6,500
+380
2669
$150K ﹤0.01%
2,248
+1,666
2670
$149K ﹤0.01%
7,356
+3,537
2671
$149K ﹤0.01%
3,081
+115
2672
$149K ﹤0.01%
8,884
-1,095
2673
$149K ﹤0.01%
17,745
+1,166
2674
$149K ﹤0.01%
11,559
+8,893
2675
$149K ﹤0.01%
1,280
-284
105 106
107
108 109