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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
4326
$14K ﹤0.01%
516
-311
4327
$14K ﹤0.01%
+400
4328
$14K ﹤0.01%
+300
4329
$14K ﹤0.01%
+639
4330
$14K ﹤0.01%
+100
4331
$13K ﹤0.01%
554
+349
4332
$13K ﹤0.01%
839
+435
4333
$13K ﹤0.01%
125
+10
4334
$13K ﹤0.01%
885
4335
$13K ﹤0.01%
1,238
+69
4336
$13K ﹤0.01%
3,096
+1,628
4337
$13K ﹤0.01%
107
4338
$13K ﹤0.01%
368
+34
4339
$13K ﹤0.01%
1,014
4340
$13K ﹤0.01%
1,357
+372
4341
$13K ﹤0.01%
312
4342
$13K ﹤0.01%
244
+118
4343
$13K ﹤0.01%
43
-9
4344
$13K ﹤0.01%
1,610
-10
4345
$13K ﹤0.01%
936
-251
4346
$13K ﹤0.01%
1,117
4347
$13K ﹤0.01%
520
4348
$13K ﹤0.01%
449
-55
4349
$13K ﹤0.01%
1,873
+1,268
4350
$13K ﹤0.01%
457
+92
172 173
174
175 176