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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
3601
$46K ﹤0.01%
837
+85
3602
$46K ﹤0.01%
3,222
+91
3603
$46K ﹤0.01%
7,280
-292
3604
$46K ﹤0.01%
1,812
3605
$46K ﹤0.01%
1,710
-452
3606
$46K ﹤0.01%
1,431
+527
3607
$46K ﹤0.01%
11,360
-54,851
3608
$46K ﹤0.01%
5,767
+2,687
3609
$45K ﹤0.01%
1,823
-810
3610
$45K ﹤0.01%
320
+28
3611
$45K ﹤0.01%
6,322
-11,846
3612
$45K ﹤0.01%
1,232
+185
3613
$45K ﹤0.01%
1,708
+1,185
3614
$45K ﹤0.01%
1,589
-547
3615
$45K ﹤0.01%
300
3616
$45K ﹤0.01%
3,414
+1,247
3617
$45K ﹤0.01%
2,069
+294
3618
$45K ﹤0.01%
336
+135
3619
$45K ﹤0.01%
596
+69
3620
$45K ﹤0.01%
2,341
+695
3621
$45K ﹤0.01%
2,146
+788
3622
$45K ﹤0.01%
+1,177
3623
$45K ﹤0.01%
3,994
+2,475
3624
$45K ﹤0.01%
1,498
+113
3625
$44K ﹤0.01%
+2,152
143 144
145
146 147