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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
4251
$16K ﹤0.01%
+736
4252
$15K ﹤0.01%
664
+150
4253
$15K ﹤0.01%
500
4254
$15K ﹤0.01%
7,280
4255
$15K ﹤0.01%
2,558
+1,438
4256
$15K ﹤0.01%
536
4257
$15K ﹤0.01%
60
-33
4258
$15K ﹤0.01%
564
+91
4259
$15K ﹤0.01%
455
+58
4260
$15K ﹤0.01%
3,136
+2,134
4261
$15K ﹤0.01%
3,869
-2,045
4262
$15K ﹤0.01%
439
4263
$15K ﹤0.01%
2,539
+71
4264
$15K ﹤0.01%
+226
4265
$15K ﹤0.01%
1,000
4266
$15K ﹤0.01%
2,577
+567
4267
$15K ﹤0.01%
259
+21
4268
$15K ﹤0.01%
679
-1,919
4269
$15K ﹤0.01%
13,220
+8,845
4270
$15K ﹤0.01%
600
4271
$15K ﹤0.01%
655
+292
4272
$15K ﹤0.01%
1,317
+610
4273
$15K ﹤0.01%
405
+13
4274
$15K ﹤0.01%
2,274
+1,060
4275
$15K ﹤0.01%
664
-2,702
169 170
171
172 173