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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
3901
$29K ﹤0.01%
1,236
+334
3902
$29K ﹤0.01%
1,294
+510
3903
$29K ﹤0.01%
894
+277
3904
$29K ﹤0.01%
122
-52
3905
$29K ﹤0.01%
1,943
+1
3906
$29K ﹤0.01%
581
-979
3907
$29K ﹤0.01%
+998
3908
$29K ﹤0.01%
6,003
-21,986
3909
$29K ﹤0.01%
150
3910
$29K ﹤0.01%
2,008
3911
$29K ﹤0.01%
263
3912
$28K ﹤0.01%
345
+251
3913
$28K ﹤0.01%
3,152
-330
3914
$28K ﹤0.01%
271
3915
$28K ﹤0.01%
6,838
-28,793
3916
$28K ﹤0.01%
524
+178
3917
$28K ﹤0.01%
2,186
+1,821
3918
$28K ﹤0.01%
805
+87
3919
$28K ﹤0.01%
306
3920
$28K ﹤0.01%
853
+262
3921
$28K ﹤0.01%
979
+42
3922
$28K ﹤0.01%
1,920
+955
3923
$28K ﹤0.01%
1,318
+325
3924
$28K ﹤0.01%
2,160
+955
3925
$28K ﹤0.01%
642
+605
155 156
157
158 159