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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
4026
$23K ﹤0.01%
1,905
4027
$23K ﹤0.01%
1,857
+141
4028
$23K ﹤0.01%
1,848
+1,351
4029
$23K ﹤0.01%
1,221
-142
4030
$23K ﹤0.01%
1,754
-477
4031
$23K ﹤0.01%
1,557
+838
4032
$23K ﹤0.01%
2,688
-3,938
4033
$23K ﹤0.01%
124
+14
4034
$23K ﹤0.01%
454
+111
4035
$23K ﹤0.01%
627
-106
4036
$23K ﹤0.01%
1,983
-8,078
4037
$23K ﹤0.01%
1,812
+364
4038
$23K ﹤0.01%
441
+2
4039
$23K ﹤0.01%
1,968
-125
4040
$23K ﹤0.01%
828
4041
$23K ﹤0.01%
815
4042
$23K ﹤0.01%
792
4043
$23K ﹤0.01%
2,071
+252
4044
$23K ﹤0.01%
390
+147
4045
$23K ﹤0.01%
300
-87
4046
$23K ﹤0.01%
591
+488
4047
$23K ﹤0.01%
722
-657
4048
$23K ﹤0.01%
1,824
+393
4049
$23K ﹤0.01%
1,420
+27
4050
$23K ﹤0.01%
312
+277
160 161
162
163 164