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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
3801
$34K ﹤0.01%
1,672
+1,023
3802
$34K ﹤0.01%
+663
3803
$34K ﹤0.01%
3,033
-537
3804
$34K ﹤0.01%
1,191
+254
3805
$34K ﹤0.01%
1,808
+19
3806
$34K ﹤0.01%
1,063
+215
3807
$34K ﹤0.01%
+581
3808
$34K ﹤0.01%
849
+848
3809
$33K ﹤0.01%
1,393
3810
$33K ﹤0.01%
5,188
+1,355
3811
$33K ﹤0.01%
566
+515
3812
$33K ﹤0.01%
1,494
-107
3813
$33K ﹤0.01%
1,698
-205
3814
$33K ﹤0.01%
1,301
-33
3815
$33K ﹤0.01%
1,217
+1,201
3816
$33K ﹤0.01%
1,873
+350
3817
$33K ﹤0.01%
2,525
+1,114
3818
$33K ﹤0.01%
4,515
+893
3819
$33K ﹤0.01%
1,960
+248
3820
$33K ﹤0.01%
1,320
3821
$33K ﹤0.01%
3,341
+161
3822
$33K ﹤0.01%
1,874
+7
3823
$33K ﹤0.01%
2,534
+359
3824
$33K ﹤0.01%
+1,084
3825
$33K ﹤0.01%
6,203
+5,502
151 152
153
154 155