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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
4051
$22K ﹤0.01%
251
4052
$22K ﹤0.01%
979
4053
$22K ﹤0.01%
805
4054
$22K ﹤0.01%
211
+110
4055
$22K ﹤0.01%
373
-3,706
4056
$22K ﹤0.01%
875
+22
4057
$22K ﹤0.01%
593
+80
4058
$22K ﹤0.01%
+570
4059
$22K ﹤0.01%
5,541
+161
4060
$22K ﹤0.01%
460
+5
4061
$22K ﹤0.01%
869
+713
4062
$22K ﹤0.01%
26,079
4063
$22K ﹤0.01%
850
-36
4064
$22K ﹤0.01%
13,024
-14,936
4065
$22K ﹤0.01%
1,554
4066
$22K ﹤0.01%
1,584
+1,251
4067
$22K ﹤0.01%
166
+1
4068
$22K ﹤0.01%
709
+105
4069
$22K ﹤0.01%
2,524
-3,142
4070
$22K ﹤0.01%
1,527
+1,054
4071
$22K ﹤0.01%
821
4072
$22K ﹤0.01%
1,526
-545
4073
$22K ﹤0.01%
1,582
+1,323
4074
$22K ﹤0.01%
463
-454
4075
$22K ﹤0.01%
+1,342
161 162
163
164 165