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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
3101
$86K ﹤0.01%
2,000
3102
$86K ﹤0.01%
22,158
-27,402
3103
$85K ﹤0.01%
1,487
+167
3104
$85K ﹤0.01%
16,181
-4,498
3105
$85K ﹤0.01%
2,616
+7
3106
$85K ﹤0.01%
5,795
+347
3107
$85K ﹤0.01%
4,271
+650
3108
$85K ﹤0.01%
1,522
+374
3109
$85K ﹤0.01%
2,781
+835
3110
$84K ﹤0.01%
1,618
-36
3111
$84K ﹤0.01%
2,375
-102
3112
$84K ﹤0.01%
4,123
+3,374
3113
$84K ﹤0.01%
21,591
-2,790
3114
$84K ﹤0.01%
924
3115
$84K ﹤0.01%
2,141
-6
3116
$84K ﹤0.01%
6,995
+3,886
3117
$84K ﹤0.01%
758
-25
3118
$84K ﹤0.01%
3,327
+1,407
3119
$84K ﹤0.01%
26,789
+9,393
3120
$84K ﹤0.01%
3,905
+405
3121
$84K ﹤0.01%
1,330
+501
3122
$84K ﹤0.01%
2,475
+591
3123
$83K ﹤0.01%
1,976
-335
3124
$83K ﹤0.01%
2,678
+2,366
3125
$83K ﹤0.01%
2,037
-145
123 124
125
126 127