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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
4426
$11K ﹤0.01%
291
4427
$11K ﹤0.01%
119
4428
$11K ﹤0.01%
+185
4429
$11K ﹤0.01%
751
+125
4430
$11K ﹤0.01%
413
+101
4431
$11K ﹤0.01%
1,083
-540
4432
$11K ﹤0.01%
1,808
+134
4433
$11K ﹤0.01%
175
4434
$11K ﹤0.01%
741
+6
4435
$11K ﹤0.01%
741
+367
4436
$11K ﹤0.01%
1,230
-3,290
4437
$11K ﹤0.01%
984
+175
4438
$11K ﹤0.01%
285
+75
4439
$11K ﹤0.01%
745
-181
4440
$11K ﹤0.01%
+1,139
4441
$11K ﹤0.01%
660
-14
4442
$11K ﹤0.01%
1,922
-3,299
4443
$11K ﹤0.01%
+300
4444
$11K ﹤0.01%
+149
4445
$11K ﹤0.01%
315
+46
4446
$11K ﹤0.01%
+382
4447
$11K ﹤0.01%
501
+74
4448
$11K ﹤0.01%
440
4449
$11K ﹤0.01%
394
+1
4450
$11K ﹤0.01%
414
-96
176 177
178
179 180