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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
3126
$83K ﹤0.01%
66,093
+16,655
3127
$83K ﹤0.01%
3,533
3128
$83K ﹤0.01%
5,877
+2,306
3129
$83K ﹤0.01%
1,448
+629
3130
$83K ﹤0.01%
1,465
-63
3131
$83K ﹤0.01%
2,460
+555
3132
$83K ﹤0.01%
2,857
+375
3133
$82K ﹤0.01%
1,321
3134
$82K ﹤0.01%
1,177
+811
3135
$82K ﹤0.01%
+2,044
3136
$82K ﹤0.01%
3,371
-774
3137
$82K ﹤0.01%
1,874
+1,152
3138
$82K ﹤0.01%
5,191
+3,429
3139
$82K ﹤0.01%
2,119
+441
3140
$82K ﹤0.01%
968
+141
3141
$82K ﹤0.01%
462
+34
3142
$81K ﹤0.01%
8,754
-203
3143
$81K ﹤0.01%
5,312
+699
3144
$81K ﹤0.01%
401
+231
3145
$81K ﹤0.01%
4,200
+2,655
3146
$81K ﹤0.01%
1,092
-1
3147
$81K ﹤0.01%
883
+413
3148
$80K ﹤0.01%
3,609
+773
3149
$80K ﹤0.01%
64,332
+55,926
3150
$80K ﹤0.01%
5,651
-399
124 125
126
127 128