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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
3626
$44K ﹤0.01%
1,911
+853
3627
$44K ﹤0.01%
13,824
+2,850
3628
$44K ﹤0.01%
2,053
-99
3629
$44K ﹤0.01%
3,504
+474
3630
$44K ﹤0.01%
1,261
3631
$44K ﹤0.01%
4,492
3632
$44K ﹤0.01%
5,756
-860
3633
$44K ﹤0.01%
3,306
+572
3634
$44K ﹤0.01%
1,385
+885
3635
$43K ﹤0.01%
3,494
-1,620
3636
$43K ﹤0.01%
1,309
-103
3637
$43K ﹤0.01%
775
3638
$43K ﹤0.01%
2,095
+648
3639
$43K ﹤0.01%
4,922
+774
3640
$43K ﹤0.01%
1,858
+855
3641
$43K ﹤0.01%
419
+64
3642
$43K ﹤0.01%
2,150
-571
3643
$43K ﹤0.01%
4,483
+254
3644
$43K ﹤0.01%
380
-39
3645
$43K ﹤0.01%
1,194
-34
3646
$43K ﹤0.01%
1,939
-407
3647
$43K ﹤0.01%
10,457
-160
3648
$43K ﹤0.01%
1,458
+154
3649
$43K ﹤0.01%
3,838
+686
3650
$43K ﹤0.01%
2,870
-185
144 145
146
147 148