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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
4301
$14K ﹤0.01%
1,260
+463
4302
$14K ﹤0.01%
1,694
-602
4303
$14K ﹤0.01%
200
4304
$14K ﹤0.01%
539
+353
4305
$14K ﹤0.01%
628
+120
4306
$14K ﹤0.01%
509
+345
4307
$14K ﹤0.01%
130
+80
4308
$14K ﹤0.01%
185
-286
4309
$14K ﹤0.01%
720
-661
4310
$14K ﹤0.01%
433
+23
4311
$14K ﹤0.01%
689
+474
4312
$14K ﹤0.01%
1,024
+509
4313
$14K ﹤0.01%
243
-11,710
4314
$14K ﹤0.01%
1,008
+176
4315
$14K ﹤0.01%
237
+44
4316
$14K ﹤0.01%
701
+41
4317
$14K ﹤0.01%
443
4318
$14K ﹤0.01%
247
+13
4319
$14K ﹤0.01%
111
4320
$14K ﹤0.01%
157
-2
4321
$14K ﹤0.01%
511
-1,228
4322
$14K ﹤0.01%
450
+25
4323
$14K ﹤0.01%
630
4324
$14K ﹤0.01%
2,217
-881
4325
$14K ﹤0.01%
2,295
171 172
173
174 175