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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
3076
$89K ﹤0.01%
2,001
+851
3077
$89K ﹤0.01%
2,387
+801
3078
$89K ﹤0.01%
4,036
3079
$89K ﹤0.01%
2,046
-3,736
3080
$89K ﹤0.01%
+3,769
3081
$88K ﹤0.01%
963
3082
$88K ﹤0.01%
3,326
-1,091
3083
$88K ﹤0.01%
4,460
+1,084
3084
$88K ﹤0.01%
4,803
+3,092
3085
$88K ﹤0.01%
3,461
-206
3086
$88K ﹤0.01%
4,114
-2,575
3087
$88K ﹤0.01%
2,086
+413
3088
$88K ﹤0.01%
1,013
+575
3089
$88K ﹤0.01%
2,460
+1,081
3090
$88K ﹤0.01%
5,724
+50
3091
$88K ﹤0.01%
3,234
+1,029
3092
$87K ﹤0.01%
2,510
+2,242
3093
$87K ﹤0.01%
4,250
+1,120
3094
$87K ﹤0.01%
2,945
+2,100
3095
$87K ﹤0.01%
3,919
-358
3096
$86K ﹤0.01%
10,421
+4,726
3097
$86K ﹤0.01%
1,630
+1,022
3098
$86K ﹤0.01%
5,038
+245
3099
$86K ﹤0.01%
1,497
+1,322
3100
$86K ﹤0.01%
1,658
-450
122 123
124
125 126