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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
3301
$66K ﹤0.01%
814
+52
3302
$66K ﹤0.01%
4,388
+472
3303
$66K ﹤0.01%
8,280
-14,182
3304
$66K ﹤0.01%
3,640
+1,005
3305
$66K ﹤0.01%
1,243
+671
3306
$66K ﹤0.01%
5,407
-19,268
3307
$66K ﹤0.01%
3,184
+2,288
3308
$65K ﹤0.01%
2,314
+386
3309
$65K ﹤0.01%
1,632
+382
3310
$65K ﹤0.01%
3,422
+1,910
3311
$65K ﹤0.01%
1,314
-86
3312
$65K ﹤0.01%
16,100
-600
3313
$65K ﹤0.01%
7,850
-584
3314
$65K ﹤0.01%
5,092
+199
3315
$65K ﹤0.01%
4,231
+2,480
3316
$65K ﹤0.01%
2,605
+2,017
3317
$65K ﹤0.01%
1,781
3318
$65K ﹤0.01%
4,256
+142
3319
$64K ﹤0.01%
531
3320
$64K ﹤0.01%
2,620
+55
3321
$64K ﹤0.01%
10,638
-228
3322
$64K ﹤0.01%
771
3323
$64K ﹤0.01%
4,288
-382
3324
$64K ﹤0.01%
4,075
+2,461
3325
$64K ﹤0.01%
6,477
-65
131 132
133
134 135