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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
3576
$47K ﹤0.01%
4,506
3577
$47K ﹤0.01%
567
-155
3578
$47K ﹤0.01%
6,886
-1,119
3579
$47K ﹤0.01%
2,291
+2,091
3580
$47K ﹤0.01%
6,716
+3,703
3581
$47K ﹤0.01%
8,920
-542
3582
$47K ﹤0.01%
967
+786
3583
$47K ﹤0.01%
1,089
+875
3584
$47K ﹤0.01%
3,105
+121
3585
$47K ﹤0.01%
2,222
-54
3586
$47K ﹤0.01%
749
+18
3587
$47K ﹤0.01%
7,255
+6,016
3588
$47K ﹤0.01%
1,595
+818
3589
$47K ﹤0.01%
4,075
+1,415
3590
$47K ﹤0.01%
+1,858
3591
$46K ﹤0.01%
997
+255
3592
$46K ﹤0.01%
1,113
+140
3593
$46K ﹤0.01%
1,041
+435
3594
$46K ﹤0.01%
13,045
+1,411
3595
$46K ﹤0.01%
1,070
+373
3596
$46K ﹤0.01%
2,247
-3
3597
$46K ﹤0.01%
567
-28
3598
$46K ﹤0.01%
3,629
-2,520
3599
$46K ﹤0.01%
975
-222
3600
$46K ﹤0.01%
1,281
-272
142 143
144
145 146