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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
3751
$37K ﹤0.01%
556
-53
3752
$37K ﹤0.01%
480
+119
3753
$37K ﹤0.01%
15,031
-540
3754
$37K ﹤0.01%
2,220
3755
$37K ﹤0.01%
245
3756
$36K ﹤0.01%
1,331
-492
3757
$36K ﹤0.01%
1,665
+164
3758
$36K ﹤0.01%
2,450
+1,447
3759
$36K ﹤0.01%
26,744
-82,586
3760
$36K ﹤0.01%
889
+631
3761
$36K ﹤0.01%
3,022
+1,014
3762
$36K ﹤0.01%
2,943
+1,077
3763
$36K ﹤0.01%
457
3764
$36K ﹤0.01%
2,367
+1,617
3765
$36K ﹤0.01%
1,126
+5
3766
$36K ﹤0.01%
2,431
+215
3767
$36K ﹤0.01%
2,099
-43,436
3768
$36K ﹤0.01%
1,188
-2,602
3769
$36K ﹤0.01%
+19,524
3770
$36K ﹤0.01%
360
-24
3771
$36K ﹤0.01%
2,068
-2,464
3772
$35K ﹤0.01%
554
-5,803
3773
$35K ﹤0.01%
1,163
+281
3774
$35K ﹤0.01%
1,089
-55,842
3775
$35K ﹤0.01%
1,315
-51
149 150
151
152 153