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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
3851
$31K ﹤0.01%
8,872
-43,090
3852
$31K ﹤0.01%
97
+58
3853
$31K ﹤0.01%
11,892
+554
3854
$31K ﹤0.01%
3,112
-917
3855
$31K ﹤0.01%
+1,084
3856
$31K ﹤0.01%
1,915
3857
$31K ﹤0.01%
15,678
+1,766
3858
$31K ﹤0.01%
14,638
-122,855
3859
$31K ﹤0.01%
9,915
+2,189
3860
$31K ﹤0.01%
1,385
+219
3861
$31K ﹤0.01%
488
3862
$31K ﹤0.01%
4,804
+2,035
3863
$31K ﹤0.01%
582
+251
3864
$31K ﹤0.01%
1,346
3865
$31K ﹤0.01%
720
-3,648
3866
$31K ﹤0.01%
1,047
+414
3867
$31K ﹤0.01%
16,908
+10,904
3868
$31K ﹤0.01%
1,052
+283
3869
$31K ﹤0.01%
+2,550
3870
$31K ﹤0.01%
615
+171
3871
$31K ﹤0.01%
+485
3872
$30K ﹤0.01%
2,696
-406
3873
$30K ﹤0.01%
4,640
+3,265
3874
$30K ﹤0.01%
3,551
+1,203
3875
$30K ﹤0.01%
249
+200
153 154
155
156 157