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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
3451
$55K ﹤0.01%
3,038
+74
3452
$55K ﹤0.01%
1,162
+516
3453
$55K ﹤0.01%
+1,933
3454
$55K ﹤0.01%
2,138
-128
3455
$54K ﹤0.01%
1,095
3456
$54K ﹤0.01%
1,285
+215
3457
$54K ﹤0.01%
9,481
-4,357
3458
$54K ﹤0.01%
5,327
+2,175
3459
$54K ﹤0.01%
1,273
+28
3460
$54K ﹤0.01%
1,592
-170
3461
$54K ﹤0.01%
+1,733
3462
$54K ﹤0.01%
1,889
+314
3463
$54K ﹤0.01%
1,345
-510
3464
$54K ﹤0.01%
544
+64
3465
$54K ﹤0.01%
4,569
+3,022
3466
$54K ﹤0.01%
6,487
+2,897
3467
$54K ﹤0.01%
3,761
+1,642
3468
$54K ﹤0.01%
2,106
+271
3469
$54K ﹤0.01%
1,220
-90
3470
$54K ﹤0.01%
+1,251
3471
$54K ﹤0.01%
2,551
-5,929
3472
$54K ﹤0.01%
5,465
+4,482
3473
$54K ﹤0.01%
2,533
-155
3474
$54K ﹤0.01%
1,894
3475
$54K ﹤0.01%
3,667
+2,374
137 138
139
140 141