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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
3376
$60K ﹤0.01%
1,956
-830
3377
$60K ﹤0.01%
+1,361
3378
$60K ﹤0.01%
4,525
+117
3379
$60K ﹤0.01%
2,810
+2,683
3380
$60K ﹤0.01%
2,580
+2,231
3381
$60K ﹤0.01%
1,954
+1,810
3382
$60K ﹤0.01%
19,279
-37,866
3383
$60K ﹤0.01%
1,037
+678
3384
$60K ﹤0.01%
4,854
+2,154
3385
$59K ﹤0.01%
4,052
+1,993
3386
$59K ﹤0.01%
12,932
+7,353
3387
$59K ﹤0.01%
3,447
+774
3388
$59K ﹤0.01%
1,213
+555
3389
$59K ﹤0.01%
404
+6
3390
$59K ﹤0.01%
333
+39
3391
$59K ﹤0.01%
9,673
+1,606
3392
$59K ﹤0.01%
28,512
-6,246
3393
$59K ﹤0.01%
3,138
+2,336
3394
$59K ﹤0.01%
2,808
-1,658
3395
$59K ﹤0.01%
1,629
3396
$59K ﹤0.01%
2,992
+1,276
3397
$59K ﹤0.01%
+1,340
3398
$59K ﹤0.01%
1,324
-41
3399
$58K ﹤0.01%
492
-62
3400
$58K ﹤0.01%
6,961
+2,999
134 135
136
137 138