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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
4451
$10K ﹤0.01%
2,246
+72
4452
$10K ﹤0.01%
1,486
4453
$10K ﹤0.01%
655
+143
4454
$10K ﹤0.01%
1,764
+827
4455
$10K ﹤0.01%
635
-8
4456
$10K ﹤0.01%
4,293
-1,475
4457
$10K ﹤0.01%
2,771
-946
4458
$10K ﹤0.01%
591
4459
$10K ﹤0.01%
+309
4460
$10K ﹤0.01%
416
4461
$10K ﹤0.01%
+350
4462
$10K ﹤0.01%
316
+157
4463
$10K ﹤0.01%
628
4464
$10K ﹤0.01%
631
-20
4465
$10K ﹤0.01%
925
+147
4466
$10K ﹤0.01%
355
4467
$10K ﹤0.01%
3,248
-6,247
4468
$10K ﹤0.01%
320
+274
4469
$10K ﹤0.01%
3,407
+1,750
4470
$10K ﹤0.01%
1,213
+382
4471
$10K ﹤0.01%
113
+78
4472
$10K ﹤0.01%
294
+20
4473
$10K ﹤0.01%
396
-404
4474
$10K ﹤0.01%
485
+97
4475
$10K ﹤0.01%
4,470
-1,850
177 178
179
180 181