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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
3051
$91K ﹤0.01%
2,587
+693
3052
$91K ﹤0.01%
3,129
+703
3053
$91K ﹤0.01%
2,078
+384
3054
$91K ﹤0.01%
1,938
+139
3055
$91K ﹤0.01%
+4,789
3056
$90K ﹤0.01%
5,682
+1,392
3057
$90K ﹤0.01%
15,650
+2,525
3058
$90K ﹤0.01%
1,251
+116
3059
$90K ﹤0.01%
22,458
+8,121
3060
$90K ﹤0.01%
2,054
+627
3061
$90K ﹤0.01%
8,445
+4,201
3062
$90K ﹤0.01%
748
-31
3063
$90K ﹤0.01%
6,407
-217
3064
$90K ﹤0.01%
4,278
+2,232
3065
$90K ﹤0.01%
11,946
-2,662
3066
$90K ﹤0.01%
8,752
3067
$90K ﹤0.01%
3,146
-1,182
3068
$90K ﹤0.01%
3,065
+1,065
3069
$90K ﹤0.01%
339
+99
3070
$89K ﹤0.01%
1,610
-74
3071
$89K ﹤0.01%
56,229
+21,315
3072
$89K ﹤0.01%
1,212
-362
3073
$89K ﹤0.01%
1,227
+619
3074
$89K ﹤0.01%
2,588
+107
3075
$89K ﹤0.01%
4,716
+151
121 122
123
124 125