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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
4076
$22K ﹤0.01%
1,313
-197
4077
$22K ﹤0.01%
1,284
-311
4078
$22K ﹤0.01%
1,822
-1,805
4079
$21K ﹤0.01%
8,278
4080
$21K ﹤0.01%
576
-117
4081
$21K ﹤0.01%
300
4082
$21K ﹤0.01%
493
4083
$21K ﹤0.01%
46
+23
4084
$21K ﹤0.01%
393
-2
4085
$21K ﹤0.01%
+211
4086
$21K ﹤0.01%
812
+44
4087
$21K ﹤0.01%
560
4088
$21K ﹤0.01%
331
+81
4089
$21K ﹤0.01%
930
-139
4090
$21K ﹤0.01%
1,316
4091
$21K ﹤0.01%
310
4092
$21K ﹤0.01%
796
+177
4093
$21K ﹤0.01%
2,161
+582
4094
$21K ﹤0.01%
634
4095
$21K ﹤0.01%
411
+19
4096
$21K ﹤0.01%
851
4097
$21K ﹤0.01%
2,777
+154
4098
$21K ﹤0.01%
2,608
+705
4099
$21K ﹤0.01%
1,529
-12
4100
$21K ﹤0.01%
490
+2
162 163
164
165 166