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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
4626
$7K ﹤0.01%
623
-358
4627
$7K ﹤0.01%
211
+150
4628
$7K ﹤0.01%
+162
4629
$7K ﹤0.01%
578
-447
4630
$7K ﹤0.01%
1,614
-43
4631
$7K ﹤0.01%
251
+198
4632
$7K ﹤0.01%
2,136
+396
4633
$7K ﹤0.01%
159
4634
$7K ﹤0.01%
1,193
+816
4635
$7K ﹤0.01%
+161
4636
$7K ﹤0.01%
260
-190
4637
$7K ﹤0.01%
560
-540
4638
$7K ﹤0.01%
+491
4639
$7K ﹤0.01%
131
+3
4640
$7K ﹤0.01%
138
+4
4641
$7K ﹤0.01%
136
+3
4642
$7K ﹤0.01%
+2,645
4643
$7K ﹤0.01%
715
-144
4644
$7K ﹤0.01%
+148
4645
$6K ﹤0.01%
1,786
-136
4646
$6K ﹤0.01%
+412
4647
$6K ﹤0.01%
250
4648
$6K ﹤0.01%
1,470
-12,868
4649
$6K ﹤0.01%
+158
4650
$6K ﹤0.01%
100
-154
184 185
186
187 188