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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
2976
$101K ﹤0.01%
27,342
+3,985
2977
$101K ﹤0.01%
5,280
-300
2978
$101K ﹤0.01%
18,894
+18,351
2979
$101K ﹤0.01%
18,000
2980
$101K ﹤0.01%
11,270
+3,123
2981
$101K ﹤0.01%
3,334
+1,687
2982
$101K ﹤0.01%
897
+140
2983
$101K ﹤0.01%
+1,951
2984
$100K ﹤0.01%
1,288
-787
2985
$100K ﹤0.01%
5,167
+1,682
2986
$100K ﹤0.01%
936
+311
2987
$100K ﹤0.01%
26,945
+26,041
2988
$100K ﹤0.01%
4,032
2989
$100K ﹤0.01%
1,299
-317
2990
$100K ﹤0.01%
10,246
+8,880
2991
$99K ﹤0.01%
+5,746
2992
$99K ﹤0.01%
14,142
-1,484
2993
$99K ﹤0.01%
6,104
+411
2994
$99K ﹤0.01%
2,086
+265
2995
$99K ﹤0.01%
2,211
+142
2996
$99K ﹤0.01%
6,336
+4,099
2997
$99K ﹤0.01%
+2,885
2998
$99K ﹤0.01%
2,743
-16
2999
$98K ﹤0.01%
1,679
+42
3000
$98K ﹤0.01%
10,343
+2,664
118 119
120
121 122