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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
3026
$95K ﹤0.01%
2,518
-46
3027
$94K ﹤0.01%
5,369
+2,906
3028
$94K ﹤0.01%
2,478
+39
3029
$94K ﹤0.01%
2,130
+487
3030
$94K ﹤0.01%
12,913
+145
3031
$94K ﹤0.01%
619
+319
3032
$94K ﹤0.01%
+1,000
3033
$94K ﹤0.01%
2,606
+926
3034
$94K ﹤0.01%
4,398
+462
3035
$94K ﹤0.01%
2,404
+821
3036
$93K ﹤0.01%
813
+511
3037
$93K ﹤0.01%
1,382
+89
3038
$93K ﹤0.01%
2,456
+498
3039
$92K ﹤0.01%
28,343
-86,067
3040
$92K ﹤0.01%
1,507
+172
3041
$92K ﹤0.01%
1,729
-10,764
3042
$92K ﹤0.01%
3,393
+240
3043
$92K ﹤0.01%
2,633
-112
3044
$92K ﹤0.01%
3,269
-238
3045
$92K ﹤0.01%
5,166
+94
3046
$92K ﹤0.01%
3,280
+1,001
3047
$92K ﹤0.01%
9,773
+1,744
3048
$92K ﹤0.01%
4,895
+186
3049
$91K ﹤0.01%
5,020
+1,807
3050
$91K ﹤0.01%
4,748
+2,874
120 121
122
123 124