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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
2901
$111K ﹤0.01%
1,872
-346
2902
$111K ﹤0.01%
1,489
-283
2903
$111K ﹤0.01%
5,942
+2,908
2904
$111K ﹤0.01%
11,726
+3,526
2905
$111K ﹤0.01%
8,076
-5,434
2906
$110K ﹤0.01%
12,306
+1,835
2907
$110K ﹤0.01%
2,705
+948
2908
$110K ﹤0.01%
1,956
2909
$110K ﹤0.01%
1,131
+46
2910
$110K ﹤0.01%
8,402
-509
2911
$110K ﹤0.01%
5,305
-305
2912
$110K ﹤0.01%
11,520
+5,493
2913
$110K ﹤0.01%
2,256
+1,117
2914
$109K ﹤0.01%
12,521
+8,309
2915
$109K ﹤0.01%
901
+232
2916
$109K ﹤0.01%
44,259
-4,456
2917
$109K ﹤0.01%
12,374
-314
2918
$109K ﹤0.01%
5,295
+3
2919
$109K ﹤0.01%
3,369
-10
2920
$108K ﹤0.01%
4,458
+3,108
2921
$108K ﹤0.01%
3,163
-4,999
2922
$108K ﹤0.01%
5,411
-755
2923
$108K ﹤0.01%
6,896
+374
2924
$108K ﹤0.01%
5,361
+366
2925
$107K ﹤0.01%
4,316
-1,950
115 116
117
118 119