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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
4476
$10K ﹤0.01%
355
+160
4477
$10K ﹤0.01%
796
4478
$10K ﹤0.01%
6,055
-1,482
4479
$10K ﹤0.01%
474
+183
4480
$10K ﹤0.01%
3,029
-214
4481
$10K ﹤0.01%
1,606
+71
4482
$10K ﹤0.01%
293
+259
4483
$10K ﹤0.01%
257
4484
$10K ﹤0.01%
6,916
+5,221
4485
$10K ﹤0.01%
445
-238
4486
$10K ﹤0.01%
510
4487
$10K ﹤0.01%
803
+15
4488
$10K ﹤0.01%
596
-3,339
4489
$10K ﹤0.01%
+95
4490
$10K ﹤0.01%
149
-89
4491
$10K ﹤0.01%
+312
4492
$10K ﹤0.01%
250
4493
$10K ﹤0.01%
62
+8
4494
$10K ﹤0.01%
240
+238
4495
$10K ﹤0.01%
200
4496
$10K ﹤0.01%
214
+40
4497
$10K ﹤0.01%
+40
4498
$10K ﹤0.01%
1,221
-184
4499
$10K ﹤0.01%
4,484
+129
4500
$9K ﹤0.01%
+152
178 179
180
181 182