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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
3476
$53K ﹤0.01%
318
+214
3477
$53K ﹤0.01%
700
3478
$53K ﹤0.01%
2,500
3479
$53K ﹤0.01%
899
+323
3480
$53K ﹤0.01%
2,551
+262
3481
$53K ﹤0.01%
1,057
+653
3482
$53K ﹤0.01%
9,467
+1,727
3483
$53K ﹤0.01%
15,506
+1,978
3484
$53K ﹤0.01%
4,532
+73
3485
$53K ﹤0.01%
1,915
-1,068
3486
$53K ﹤0.01%
5,255
+1,182
3487
$53K ﹤0.01%
585
-974
3488
$53K ﹤0.01%
2,221
+47
3489
$53K ﹤0.01%
997
+70
3490
$53K ﹤0.01%
683
+116
3491
$52K ﹤0.01%
7,497
-821
3492
$52K ﹤0.01%
1,562
+386
3493
$52K ﹤0.01%
2,137
+96
3494
$52K ﹤0.01%
4,353
+728
3495
$52K ﹤0.01%
19,674
+6,249
3496
$52K ﹤0.01%
783
+83
3497
$52K ﹤0.01%
2,907
-514
3498
$52K ﹤0.01%
2,110
-1,355
3499
$52K ﹤0.01%
2,296
+607
3500
$52K ﹤0.01%
3,106
+1,735
138 139
140
141 142