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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
4651
$6K ﹤0.01%
+1,524
4652
$6K ﹤0.01%
450
-88
4653
$6K ﹤0.01%
1,525
-114
4654
$6K ﹤0.01%
277
+104
4655
$6K ﹤0.01%
2,435
-31,404
4656
$6K ﹤0.01%
1,005
4657
$6K ﹤0.01%
721
+383
4658
$6K ﹤0.01%
179
+24
4659
$6K ﹤0.01%
155
4660
$6K ﹤0.01%
95
4661
$6K ﹤0.01%
178
-619
4662
$6K ﹤0.01%
126
4663
$6K ﹤0.01%
246
+18
4664
$6K ﹤0.01%
211
4665
$6K ﹤0.01%
251
+2
4666
$6K ﹤0.01%
1,046
-748
4667
$6K ﹤0.01%
116
+88
4668
$6K ﹤0.01%
125
4669
$6K ﹤0.01%
322
+186
4670
$6K ﹤0.01%
118
-295
4671
$6K ﹤0.01%
645
-490
4672
$6K ﹤0.01%
239
4673
$6K ﹤0.01%
3,869
+146
4674
$6K ﹤0.01%
575
-32
4675
$6K ﹤0.01%
269
+15
185 186
187
188 189