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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
3251
$70K ﹤0.01%
5,492
+203
3252
$70K ﹤0.01%
965
3253
$70K ﹤0.01%
7,457
+6,267
3254
$69K ﹤0.01%
3,058
-11,724
3255
$69K ﹤0.01%
429
+97
3256
$69K ﹤0.01%
2,129
+1,082
3257
$69K ﹤0.01%
397
+26
3258
$69K ﹤0.01%
517
-170
3259
$69K ﹤0.01%
555
+267
3260
$69K ﹤0.01%
668
+190
3261
$69K ﹤0.01%
2,971
-143
3262
$69K ﹤0.01%
16,452
+4,065
3263
$68K ﹤0.01%
1,376
+26
3264
$68K ﹤0.01%
7,433
3265
$68K ﹤0.01%
9,464
-14,615
3266
$68K ﹤0.01%
20,453
+2,799
3267
$68K ﹤0.01%
994
-104
3268
$68K ﹤0.01%
1,177
-459
3269
$68K ﹤0.01%
1,027
-17
3270
$68K ﹤0.01%
3,549
-3,484
3271
$68K ﹤0.01%
3,516
+1,483
3272
$68K ﹤0.01%
410
+357
3273
$68K ﹤0.01%
8,969
+7,176
3274
$68K ﹤0.01%
10,178
-100
3275
$68K ﹤0.01%
2,566
+212
129 130
131
132 133