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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
2701
$143K ﹤0.01%
7,437
+87
2702
$143K ﹤0.01%
1,931
2703
$143K ﹤0.01%
1,194
2704
$143K ﹤0.01%
10,000
2705
$143K ﹤0.01%
2,871
+155
2706
$142K ﹤0.01%
2,939
-721
2707
$142K ﹤0.01%
828
+132
2708
$142K ﹤0.01%
11,203
+6,401
2709
$142K ﹤0.01%
7,622
+4,154
2710
$142K ﹤0.01%
6,719
+1,313
2711
$142K ﹤0.01%
1,408
+914
2712
$142K ﹤0.01%
2,196
+112
2713
$142K ﹤0.01%
2,580
+2,200
2714
$142K ﹤0.01%
4,631
+79
2715
$141K ﹤0.01%
3,793
-2,013
2716
$141K ﹤0.01%
808
+167
2717
$140K ﹤0.01%
9,523
-8,049
2718
$140K ﹤0.01%
1,839
+878
2719
$140K ﹤0.01%
14,102
+1,696
2720
$140K ﹤0.01%
25,352
-10,409
2721
$140K ﹤0.01%
8,119
+2,812
2722
$140K ﹤0.01%
7,204
+2,530
2723
$140K ﹤0.01%
4,546
+753
2724
$139K ﹤0.01%
2,679
+1,258
2725
$139K ﹤0.01%
1,479
+198
107 108
109
110 111