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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
3501
$52K ﹤0.01%
1,400
3502
$52K ﹤0.01%
700
-2,432
3503
$52K ﹤0.01%
599
+54
3504
$52K ﹤0.01%
3,971
+13
3505
$52K ﹤0.01%
+3,368
3506
$52K ﹤0.01%
1,293
-2,958
3507
$52K ﹤0.01%
3,604
-187
3508
$52K ﹤0.01%
2,221
+394
3509
$52K ﹤0.01%
+1,755
3510
$51K ﹤0.01%
2,636
+465
3511
$51K ﹤0.01%
695
-81
3512
$51K ﹤0.01%
779
+100
3513
$51K ﹤0.01%
6,617
-1,504
3514
$51K ﹤0.01%
2,275
-356
3515
$51K ﹤0.01%
4,199
+1,912
3516
$51K ﹤0.01%
2,000
3517
$51K ﹤0.01%
2,037
+829
3518
$51K ﹤0.01%
3,960
+3,500
3519
$51K ﹤0.01%
675
-312
3520
$51K ﹤0.01%
3,132
-2,305
3521
$51K ﹤0.01%
475
+205
3522
$51K ﹤0.01%
941
+19
3523
$51K ﹤0.01%
2,843
+1,082
3524
$51K ﹤0.01%
864
+504
3525
$51K ﹤0.01%
2,664
-1,417
139 140
141
142 143