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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
4151
$19K ﹤0.01%
148
-6
4152
$19K ﹤0.01%
187
-69
4153
$19K ﹤0.01%
670
+2
4154
$19K ﹤0.01%
11,793
-339
4155
$19K ﹤0.01%
194
+38
4156
$19K ﹤0.01%
627
+77
4157
$19K ﹤0.01%
1,545
+1,015
4158
$19K ﹤0.01%
690
-559
4159
$19K ﹤0.01%
1,265
+104
4160
$19K ﹤0.01%
242
+5
4161
$19K ﹤0.01%
2,349
+1,508
4162
$19K ﹤0.01%
2,022
+1,499
4163
$19K ﹤0.01%
1,114
+892
4164
$19K ﹤0.01%
597
-1,586
4165
$19K ﹤0.01%
2,822
+350
4166
$19K ﹤0.01%
583
-56
4167
$19K ﹤0.01%
1,665
-2,318
4168
$19K ﹤0.01%
982
+280
4169
$19K ﹤0.01%
835
-470
4170
$19K ﹤0.01%
232
-2
4171
$19K ﹤0.01%
473
+179
4172
$19K ﹤0.01%
703
-297
4173
$19K ﹤0.01%
498
+3
4174
$19K ﹤0.01%
+515
4175
$18K ﹤0.01%
1,069
-1,042
165 166
167
168 169