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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
3201
$75K ﹤0.01%
11,508
-15,439
3202
$75K ﹤0.01%
3,399
+91
3203
$75K ﹤0.01%
6,047
+124
3204
$74K ﹤0.01%
5,558
-2,017
3205
$74K ﹤0.01%
1,357
+364
3206
$74K ﹤0.01%
4,065
+812
3207
$74K ﹤0.01%
2,095
3208
$74K ﹤0.01%
2,933
+1,098
3209
$74K ﹤0.01%
1,808
-35
3210
$74K ﹤0.01%
1,416
-26
3211
$74K ﹤0.01%
3,439
+106
3212
$73K ﹤0.01%
798
+490
3213
$73K ﹤0.01%
1,035
-770
3214
$73K ﹤0.01%
33,300
-7,791
3215
$73K ﹤0.01%
3,047
+2,477
3216
$73K ﹤0.01%
3,367
+2,409
3217
$73K ﹤0.01%
1,725
-775
3218
$73K ﹤0.01%
5,363
-78
3219
$73K ﹤0.01%
2,424
+2,289
3220
$73K ﹤0.01%
1,223
+846
3221
$72K ﹤0.01%
23,488
+5,754
3222
$72K ﹤0.01%
5,395
-969
3223
$72K ﹤0.01%
2,045
+824
3224
$72K ﹤0.01%
897
+301
3225
$72K ﹤0.01%
500
+65
127 128
129
130 131