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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
4676
$6K ﹤0.01%
431
4677
$6K ﹤0.01%
263
4678
$6K ﹤0.01%
2,090
+383
4679
$6K ﹤0.01%
114
4680
$6K ﹤0.01%
214
+94
4681
$6K ﹤0.01%
432
+110
4682
$6K ﹤0.01%
486
-242
4683
$6K ﹤0.01%
54
4684
$6K ﹤0.01%
+126
4685
$6K ﹤0.01%
+378
4686
$6K ﹤0.01%
24
4687
$6K ﹤0.01%
239
4688
$6K ﹤0.01%
+1,063
4689
$6K ﹤0.01%
520
-50
4690
$6K ﹤0.01%
448
+215
4691
$6K ﹤0.01%
426
-6,124
4692
$6K ﹤0.01%
+69
4693
$6K ﹤0.01%
764
-505
4694
$6K ﹤0.01%
1,239
+969
4695
$6K ﹤0.01%
152
+32
4696
$6K ﹤0.01%
174
+4
4697
$6K ﹤0.01%
65
+24
4698
$6K ﹤0.01%
384
+19
4699
$6K ﹤0.01%
+178
4700
$6K ﹤0.01%
+177
186 187
188
189 190