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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
3526
$51K ﹤0.01%
1,217
3527
$50K ﹤0.01%
4,516
-476
3528
$50K ﹤0.01%
1,754
+1,078
3529
$50K ﹤0.01%
717
3530
$50K ﹤0.01%
2,500
+140
3531
$50K ﹤0.01%
+2,284
3532
$50K ﹤0.01%
1,148
+496
3533
$50K ﹤0.01%
410
+50
3534
$50K ﹤0.01%
7,810
-130
3535
$50K ﹤0.01%
683
+161
3536
$50K ﹤0.01%
18,246
+5
3537
$50K ﹤0.01%
9,530
-6,828
3538
$50K ﹤0.01%
1,710
-500
3539
$50K ﹤0.01%
+2,543
3540
$49K ﹤0.01%
1,503
+306
3541
$49K ﹤0.01%
3,381
-1,627
3542
$49K ﹤0.01%
1,451
+680
3543
$49K ﹤0.01%
516
+6
3544
$49K ﹤0.01%
2,246
+1,059
3545
$49K ﹤0.01%
861
+225
3546
$49K ﹤0.01%
4,864
+3,174
3547
$49K ﹤0.01%
7,850
-398
3548
$49K ﹤0.01%
2,985
+50
3549
$49K ﹤0.01%
5,146
+467
3550
$49K ﹤0.01%
2,210
+637
140 141
142
143 144