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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
3426
$57K ﹤0.01%
4,327
-149
3427
$57K ﹤0.01%
3,310
+1,023
3428
$57K ﹤0.01%
2,210
+1,375
3429
$57K ﹤0.01%
1,134
+22
3430
$57K ﹤0.01%
2,573
3431
$56K ﹤0.01%
2,148
-70
3432
$56K ﹤0.01%
2,762
+214
3433
$56K ﹤0.01%
23,264
+984
3434
$56K ﹤0.01%
1,891
+73
3435
$56K ﹤0.01%
1,267
+217
3436
$56K ﹤0.01%
3,421
+1,637
3437
$56K ﹤0.01%
4,369
-206
3438
$56K ﹤0.01%
3,504
+2,291
3439
$56K ﹤0.01%
491
+273
3440
$56K ﹤0.01%
+1,555
3441
$56K ﹤0.01%
+1,184
3442
$56K ﹤0.01%
1,692
+772
3443
$56K ﹤0.01%
1,560
+571
3444
$56K ﹤0.01%
1,622
-581
3445
$55K ﹤0.01%
2,544
+272
3446
$55K ﹤0.01%
665
+273
3447
$55K ﹤0.01%
7,296
-11,998
3448
$55K ﹤0.01%
11,365
-12,146
3449
$55K ﹤0.01%
5,171
-8,189
3450
$55K ﹤0.01%
9,514
+3,346
136 137
138
139 140