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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
2776
$130K ﹤0.01%
2,010
+1,167
2777
$129K ﹤0.01%
1,552
+60
2778
$129K ﹤0.01%
2,693
+2,145
2779
$129K ﹤0.01%
6,754
+13
2780
$129K ﹤0.01%
5,645
+2,815
2781
$129K ﹤0.01%
19,229
+17,675
2782
$128K ﹤0.01%
1,787
2783
$128K ﹤0.01%
16,951
-711
2784
$128K ﹤0.01%
822
+32
2785
$128K ﹤0.01%
3,627
-1,182
2786
$127K ﹤0.01%
14,930
-4,392
2787
$127K ﹤0.01%
1,140
-649
2788
$127K ﹤0.01%
3,310
+1,860
2789
$127K ﹤0.01%
1,996
-232
2790
$127K ﹤0.01%
864
-67
2791
$127K ﹤0.01%
4,608
+1,846
2792
$127K ﹤0.01%
9,282
+2,560
2793
$126K ﹤0.01%
732
+57
2794
$126K ﹤0.01%
3,011
-241
2795
$126K ﹤0.01%
2,020
+359
2796
$126K ﹤0.01%
5,318
+2,784
2797
$126K ﹤0.01%
24,148
+1,710
2798
$126K ﹤0.01%
+1,937
2799
$126K ﹤0.01%
47,892
+10,238
2800
$125K ﹤0.01%
4,236
+3,374
110 111
112
113 114