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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
3976
$25K ﹤0.01%
932
3977
$25K ﹤0.01%
753
3978
$25K ﹤0.01%
5,831
+1,654
3979
$25K ﹤0.01%
2,271
+508
3980
$25K ﹤0.01%
339
+75
3981
$25K ﹤0.01%
1,566
+527
3982
$25K ﹤0.01%
+1,040
3983
$25K ﹤0.01%
624
-251
3984
$25K ﹤0.01%
315
3985
$25K ﹤0.01%
+3,976
3986
$25K ﹤0.01%
498
+298
3987
$25K ﹤0.01%
+758
3988
$25K ﹤0.01%
634
+186
3989
$25K ﹤0.01%
7,288
-319
3990
$25K ﹤0.01%
514
-10
3991
$25K ﹤0.01%
4,946
+1,592
3992
$25K ﹤0.01%
924
+4
3993
$25K ﹤0.01%
350
+150
3994
$25K ﹤0.01%
2,089
+327
3995
$25K ﹤0.01%
15
-16
3996
$25K ﹤0.01%
+2,606
3997
$25K ﹤0.01%
+1,023
3998
$25K ﹤0.01%
1,082
+292
3999
$25K ﹤0.01%
3,466
+104
4000
$24K ﹤0.01%
694
+75
158 159
160
161 162