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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
4226
$17K ﹤0.01%
1,155
+550
4227
$17K ﹤0.01%
859
+157
4228
$17K ﹤0.01%
3,447
-579
4229
$17K ﹤0.01%
582
+355
4230
$17K ﹤0.01%
884
+12
4231
$17K ﹤0.01%
467
+34
4232
$17K ﹤0.01%
346
4233
$17K ﹤0.01%
156
+3
4234
$16K ﹤0.01%
1,377
+980
4235
$16K ﹤0.01%
1,186
+296
4236
$16K ﹤0.01%
655
+189
4237
$16K ﹤0.01%
282
+100
4238
$16K ﹤0.01%
1,094
-37
4239
$16K ﹤0.01%
591
4240
$16K ﹤0.01%
89
-1
4241
$16K ﹤0.01%
529
+178
4242
$16K ﹤0.01%
587
+180
4243
$16K ﹤0.01%
81
-129
4244
$16K ﹤0.01%
1,441
+464
4245
$16K ﹤0.01%
565
-61
4246
$16K ﹤0.01%
647
-74
4247
$16K ﹤0.01%
918
+908
4248
$16K ﹤0.01%
595
+112
4249
$16K ﹤0.01%
1,077
+345
4250
$16K ﹤0.01%
2,640
+212
168 169
170
171 172