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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
2951
$105K ﹤0.01%
2,056
2952
$105K ﹤0.01%
12,847
-3,411
2953
$105K ﹤0.01%
9,831
+2,283
2954
$105K ﹤0.01%
701
+175
2955
$105K ﹤0.01%
5,767
2956
$105K ﹤0.01%
13,609
+7,276
2957
$104K ﹤0.01%
5,105
+2,919
2958
$104K ﹤0.01%
2,479
-521
2959
$104K ﹤0.01%
5,839
+1,778
2960
$104K ﹤0.01%
31,815
+16,005
2961
$104K ﹤0.01%
2,279
-100
2962
$104K ﹤0.01%
21,554
+9,771
2963
$104K ﹤0.01%
3,366
+2,847
2964
$103K ﹤0.01%
3,208
-197
2965
$103K ﹤0.01%
18,479
+2,240
2966
$103K ﹤0.01%
3,779
+629
2967
$102K ﹤0.01%
1,655
-416
2968
$102K ﹤0.01%
11,690
+429
2969
$102K ﹤0.01%
176
+42
2970
$102K ﹤0.01%
7,881
+5,871
2971
$102K ﹤0.01%
8,209
+4,229
2972
$102K ﹤0.01%
1,857
2973
$102K ﹤0.01%
1,946
+514
2974
$101K ﹤0.01%
10,024
-232
2975
$101K ﹤0.01%
790
+76
117 118
119
120 121