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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
4126
$20K ﹤0.01%
350
4127
$20K ﹤0.01%
3,368
-626
4128
$20K ﹤0.01%
+2,000
4129
$20K ﹤0.01%
2,786
-3,452
4130
$20K ﹤0.01%
+2,075
4131
$20K ﹤0.01%
+549
4132
$20K ﹤0.01%
2,907
+2,137
4133
$20K ﹤0.01%
13,118
-15,528
4134
$20K ﹤0.01%
+3,016
4135
$20K ﹤0.01%
826
-838
4136
$19K ﹤0.01%
1,705
-530
4137
$19K ﹤0.01%
4,961
-21,285
4138
$19K ﹤0.01%
11,230
-1,627
4139
$19K ﹤0.01%
2,354
+128
4140
$19K ﹤0.01%
259
4141
$19K ﹤0.01%
1,603
+11
4142
$19K ﹤0.01%
1,831
+479
4143
$19K ﹤0.01%
378
-113
4144
$19K ﹤0.01%
693
4145
$19K ﹤0.01%
+495
4146
$19K ﹤0.01%
+602
4147
$19K ﹤0.01%
+371
4148
$19K ﹤0.01%
113
-269
4149
$19K ﹤0.01%
+564
4150
$19K ﹤0.01%
138
-112
164 165
166
167 168