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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
2851
$117K ﹤0.01%
885
-46
2852
$117K ﹤0.01%
3,283
+124
2853
$117K ﹤0.01%
14,331
-5,547
2854
$117K ﹤0.01%
+1,189
2855
$116K ﹤0.01%
3,028
+2,957
2856
$116K ﹤0.01%
1,129
-116
2857
$116K ﹤0.01%
4,705
-651
2858
$116K ﹤0.01%
36,013
+3,361
2859
$116K ﹤0.01%
9,033
+2,873
2860
$116K ﹤0.01%
12,332
+8,789
2861
$116K ﹤0.01%
1,788
+133
2862
$115K ﹤0.01%
1,537
-844
2863
$115K ﹤0.01%
2,597
+2,397
2864
$115K ﹤0.01%
2,786
+461
2865
$115K ﹤0.01%
1,291
-98
2866
$115K ﹤0.01%
11,305
+2,286
2867
$115K ﹤0.01%
7,271
+2,271
2868
$115K ﹤0.01%
4,530
+210
2869
$115K ﹤0.01%
2,669
+1,143
2870
$115K ﹤0.01%
25,469
-43,065
2871
$115K ﹤0.01%
5,368
2872
$114K ﹤0.01%
2,840
-20
2873
$114K ﹤0.01%
2,188
+404
2874
$114K ﹤0.01%
4,462
+350
2875
$114K ﹤0.01%
19,982
+4,512
113 114
115
116 117