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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
3401
$58K ﹤0.01%
747
+175
3402
$58K ﹤0.01%
1,903
-19
3403
$58K ﹤0.01%
792
-4
3404
$58K ﹤0.01%
467
+147
3405
$58K ﹤0.01%
35,432
-4,505
3406
$58K ﹤0.01%
1,074
+85
3407
$58K ﹤0.01%
1,203
-841
3408
$58K ﹤0.01%
1,140
3409
$58K ﹤0.01%
1,756
+97
3410
$58K ﹤0.01%
2,407
+118
3411
$58K ﹤0.01%
557
-1,032
3412
$58K ﹤0.01%
1,436
+425
3413
$58K ﹤0.01%
3,668
+10
3414
$58K ﹤0.01%
1,575
3415
$58K ﹤0.01%
1,917
+520
3416
$58K ﹤0.01%
1,238
+17
3417
$57K ﹤0.01%
202
+91
3418
$57K ﹤0.01%
1,207
+16
3419
$57K ﹤0.01%
1,624
+217
3420
$57K ﹤0.01%
488
-189
3421
$57K ﹤0.01%
45,015
+39,643
3422
$57K ﹤0.01%
9,834
+220
3423
$57K ﹤0.01%
7,516
+6,575
3424
$57K ﹤0.01%
3,367
-272
3425
$57K ﹤0.01%
+2,223
135 136
137
138 139