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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
3676
$41K ﹤0.01%
1,449
+1,150
3677
$41K ﹤0.01%
1,641
+1,298
3678
$41K ﹤0.01%
15,304
-9,488
3679
$41K ﹤0.01%
1,065
+324
3680
$41K ﹤0.01%
782
-178
3681
$41K ﹤0.01%
5,360
-20
3682
$41K ﹤0.01%
1,840
3683
$41K ﹤0.01%
1,755
3684
$41K ﹤0.01%
+4,621
3685
$41K ﹤0.01%
+1,008
3686
$41K ﹤0.01%
7,158
-8,780
3687
$41K ﹤0.01%
400
3688
$41K ﹤0.01%
+1,226
3689
$41K ﹤0.01%
622
3690
$41K ﹤0.01%
384
+160
3691
$40K ﹤0.01%
10,039
+58
3692
$40K ﹤0.01%
2,304
-4,916
3693
$40K ﹤0.01%
1,508
-2,994
3694
$40K ﹤0.01%
246
+146
3695
$40K ﹤0.01%
3,214
-432
3696
$40K ﹤0.01%
30,552
-1,525
3697
$40K ﹤0.01%
1,000
3698
$40K ﹤0.01%
597
+196
3699
$40K ﹤0.01%
5,616
-22,791
3700
$40K ﹤0.01%
28,054
-58,141
146 147
148
149 150