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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
4551
$8K ﹤0.01%
286
4552
$8K ﹤0.01%
253
4553
$8K ﹤0.01%
811
+14
4554
$8K ﹤0.01%
1,678
-352
4555
$8K ﹤0.01%
389
+108
4556
$8K ﹤0.01%
342
+5
4557
$8K ﹤0.01%
+204
4558
$8K ﹤0.01%
414
4559
$8K ﹤0.01%
195
-101
4560
$8K ﹤0.01%
178
4561
$8K ﹤0.01%
850
4562
$8K ﹤0.01%
127
-82
4563
$8K ﹤0.01%
864
4564
$8K ﹤0.01%
112
-426
4565
$8K ﹤0.01%
+1,333
4566
$8K ﹤0.01%
332
-89
4567
$8K ﹤0.01%
380
+81
4568
$8K ﹤0.01%
+2,747
4569
$8K ﹤0.01%
1,175
-978
4570
$8K ﹤0.01%
334
4571
$8K ﹤0.01%
302
-132
4572
$8K ﹤0.01%
339
4573
$8K ﹤0.01%
233
+2
4574
$8K ﹤0.01%
614
4575
$8K ﹤0.01%
196
181 182
183
184 185