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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
3826
$33K ﹤0.01%
1,138
3827
$33K ﹤0.01%
1,469
+4
3828
$33K ﹤0.01%
2,305
+1,509
3829
$32K ﹤0.01%
7,004
+7
3830
$32K ﹤0.01%
496
+36
3831
$32K ﹤0.01%
872
+228
3832
$32K ﹤0.01%
23,388
+1,410
3833
$32K ﹤0.01%
466
+221
3834
$32K ﹤0.01%
891
3835
$32K ﹤0.01%
3,441
+1,773
3836
$32K ﹤0.01%
+2,061
3837
$32K ﹤0.01%
185
-37
3838
$32K ﹤0.01%
+10,395
3839
$32K ﹤0.01%
2,707
3840
$32K ﹤0.01%
2,075
+1,235
3841
$32K ﹤0.01%
4,534
+2,502
3842
$32K ﹤0.01%
801
+305
3843
$32K ﹤0.01%
181
+61
3844
$32K ﹤0.01%
2,625
+1,073
3845
$32K ﹤0.01%
2,106
+2,051
3846
$32K ﹤0.01%
7,353
-2,689
3847
$32K ﹤0.01%
1,504
-229
3848
$32K ﹤0.01%
787
3849
$31K ﹤0.01%
295
+3
3850
$31K ﹤0.01%
1,009
-127
152 153
154
155 156