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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
3551
$49K ﹤0.01%
11,779
-12,363
3552
$49K ﹤0.01%
+1,218
3553
$49K ﹤0.01%
+1,867
3554
$48K ﹤0.01%
1,659
+294
3555
$48K ﹤0.01%
1,324
+664
3556
$48K ﹤0.01%
497
-19
3557
$48K ﹤0.01%
1,510
-1,500
3558
$48K ﹤0.01%
2,239
3559
$48K ﹤0.01%
5,371
+600
3560
$48K ﹤0.01%
+1,169
3561
$48K ﹤0.01%
17,863
+513
3562
$48K ﹤0.01%
200
3563
$48K ﹤0.01%
650
+4
3564
$48K ﹤0.01%
1,419
+244
3565
$48K ﹤0.01%
3,712
-222
3566
$48K ﹤0.01%
5,963
3567
$47K ﹤0.01%
4,462
-19
3568
$47K ﹤0.01%
3,639
+3,137
3569
$47K ﹤0.01%
1,592
+332
3570
$47K ﹤0.01%
1,137
3571
$47K ﹤0.01%
303
+67
3572
$47K ﹤0.01%
1,960
+1,526
3573
$47K ﹤0.01%
578
3574
$47K ﹤0.01%
1,819
+1,541
3575
$47K ﹤0.01%
3,422
+3,397
141 142
143
144 145