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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
4401
$12K ﹤0.01%
1,137
+567
4402
$12K ﹤0.01%
3,527
-2,151
4403
$12K ﹤0.01%
6,737
-419
4404
$12K ﹤0.01%
+450
4405
$12K ﹤0.01%
201
4406
$12K ﹤0.01%
243
-1,584
4407
$12K ﹤0.01%
455
4408
$12K ﹤0.01%
1,047
4409
$11K ﹤0.01%
+183
4410
$11K ﹤0.01%
1,428
-641
4411
$11K ﹤0.01%
1,554
+10
4412
$11K ﹤0.01%
1,286
+211
4413
$11K ﹤0.01%
310
+56
4414
$11K ﹤0.01%
492
-84
4415
$11K ﹤0.01%
417
+54
4416
$11K ﹤0.01%
405
+208
4417
$11K ﹤0.01%
990
+69
4418
$11K ﹤0.01%
2,388
+24
4419
$11K ﹤0.01%
573
4420
$11K ﹤0.01%
+139
4421
$11K ﹤0.01%
1,017
-232
4422
$11K ﹤0.01%
371
4423
$11K ﹤0.01%
322
-117
4424
$11K ﹤0.01%
+162
4425
$11K ﹤0.01%
273
+87
175 176
177
178 179