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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
3176
$77K ﹤0.01%
9,278
+1,509
3177
$77K ﹤0.01%
3,179
+2,826
3178
$77K ﹤0.01%
340
+128
3179
$77K ﹤0.01%
1,752
+200
3180
$77K ﹤0.01%
450
3181
$77K ﹤0.01%
748
-39
3182
$77K ﹤0.01%
5,489
+5,389
3183
$77K ﹤0.01%
1,762
3184
$77K ﹤0.01%
3,069
+2,060
3185
$77K ﹤0.01%
1,644
-6
3186
$77K ﹤0.01%
4,823
+131
3187
$76K ﹤0.01%
9,812
-1,306
3188
$76K ﹤0.01%
8,678
+2,732
3189
$76K ﹤0.01%
809
+7
3190
$76K ﹤0.01%
291
+5
3191
$76K ﹤0.01%
1,714
+903
3192
$76K ﹤0.01%
4,103
+1,973
3193
$76K ﹤0.01%
254
+6
3194
$75K ﹤0.01%
25,169
-728
3195
$75K ﹤0.01%
592
+217
3196
$75K ﹤0.01%
784
+97
3197
$75K ﹤0.01%
6,124
+633
3198
$75K ﹤0.01%
1,175
-2,495
3199
$75K ﹤0.01%
4,409
+960
3200
$75K ﹤0.01%
1,080
-44
126 127
128
129 130