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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
3351
$62K ﹤0.01%
1,876
+129
3352
$62K ﹤0.01%
1,983
+1,914
3353
$62K ﹤0.01%
925
+450
3354
$62K ﹤0.01%
+3,206
3355
$61K ﹤0.01%
5,031
+804
3356
$61K ﹤0.01%
+7,500
3357
$61K ﹤0.01%
6,275
+212
3358
$61K ﹤0.01%
8,989
+3,986
3359
$61K ﹤0.01%
1,700
+1,500
3360
$61K ﹤0.01%
1,460
-1
3361
$61K ﹤0.01%
1,367
3362
$61K ﹤0.01%
3,457
+2,175
3363
$61K ﹤0.01%
1,692
-472
3364
$61K ﹤0.01%
1,500
3365
$61K ﹤0.01%
2,176
+2,027
3366
$61K ﹤0.01%
852
+413
3367
$61K ﹤0.01%
+4,069
3368
$60K ﹤0.01%
2,150
+184
3369
$60K ﹤0.01%
1,634
+485
3370
$60K ﹤0.01%
1,178
3371
$60K ﹤0.01%
1,433
+156
3372
$60K ﹤0.01%
8,411
3373
$60K ﹤0.01%
6,846
-1,029
3374
$60K ﹤0.01%
5,415
3375
$60K ﹤0.01%
8,912
+1,188
133 134
135
136 137