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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
3001
$98K ﹤0.01%
2,052
+1,210
3002
$98K ﹤0.01%
3,373
3003
$98K ﹤0.01%
1,886
+234
3004
$98K ﹤0.01%
882
+134
3005
$98K ﹤0.01%
3,549
-9
3006
$98K ﹤0.01%
1,222
-1,242
3007
$98K ﹤0.01%
4,671
+2,523
3008
$97K ﹤0.01%
4,063
3009
$97K ﹤0.01%
1,256
-684
3010
$97K ﹤0.01%
24,010
-488
3011
$97K ﹤0.01%
1,602
-17,176
3012
$97K ﹤0.01%
33,853
-2,934
3013
$97K ﹤0.01%
1,622
-87
3014
$97K ﹤0.01%
702
+98
3015
$96K ﹤0.01%
538
-331
3016
$96K ﹤0.01%
35,527
+27,937
3017
$96K ﹤0.01%
4,947
+955
3018
$96K ﹤0.01%
3,261
+2,445
3019
$96K ﹤0.01%
1,586
+425
3020
$96K ﹤0.01%
3,500
+2,232
3021
$96K ﹤0.01%
2,960
-160
3022
$96K ﹤0.01%
3,445
3023
$95K ﹤0.01%
2,270
+1,327
3024
$95K ﹤0.01%
4,254
+647
3025
$95K ﹤0.01%
11,248
+8,729
119 120
121
122 123