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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
4351
$13K ﹤0.01%
6,616
+685
4352
$13K ﹤0.01%
2,076
+349
4353
$13K ﹤0.01%
2,385
+423
4354
$13K ﹤0.01%
2,374
+266
4355
$13K ﹤0.01%
112
+11
4356
$13K ﹤0.01%
3,498
+1,352
4357
$13K ﹤0.01%
256
4358
$13K ﹤0.01%
+295
4359
$13K ﹤0.01%
3,255
-1,589
4360
$13K ﹤0.01%
+172
4361
$13K ﹤0.01%
809
-90
4362
$13K ﹤0.01%
127
+13
4363
$13K ﹤0.01%
434
+287
4364
$13K ﹤0.01%
740
-1,368
4365
$13K ﹤0.01%
+675
4366
$13K ﹤0.01%
548
+40
4367
$13K ﹤0.01%
745
+337
4368
$13K ﹤0.01%
3,055
-4,833
4369
$13K ﹤0.01%
+2,951
4370
$13K ﹤0.01%
194
-174
4371
$13K ﹤0.01%
335
+98
4372
$12K ﹤0.01%
5,581
-728
4373
$12K ﹤0.01%
705
-27,369
4374
$12K ﹤0.01%
+950
4375
$12K ﹤0.01%
+957
173 174
175
176 177