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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
4576
$8K ﹤0.01%
1,659
+34
4577
$8K ﹤0.01%
420
-70
4578
$8K ﹤0.01%
+5,244
4579
$8K ﹤0.01%
215
4580
$8K ﹤0.01%
173
+99
4581
$8K ﹤0.01%
202
+1
4582
$8K ﹤0.01%
267
+25
4583
$8K ﹤0.01%
303
4584
$8K ﹤0.01%
+394
4585
$8K ﹤0.01%
+4,528
4586
$8K ﹤0.01%
162
+91
4587
$8K ﹤0.01%
+488
4588
$8K ﹤0.01%
459
+8
4589
$8K ﹤0.01%
+1,247
4590
$8K ﹤0.01%
+96
4591
$8K ﹤0.01%
+533
4592
$7K ﹤0.01%
905
-67
4593
$7K ﹤0.01%
528
+105
4594
$7K ﹤0.01%
243
-215
4595
$7K ﹤0.01%
+58
4596
$7K ﹤0.01%
+853
4597
$7K ﹤0.01%
284
-1,681
4598
$7K ﹤0.01%
1,891
+645
4599
$7K ﹤0.01%
630
-2,551
4600
$7K ﹤0.01%
697
-818
182 183
184
185 186