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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
4701
$6K ﹤0.01%
116
4702
$5K ﹤0.01%
1,702
-2,169
4703
$5K ﹤0.01%
383
4704
$5K ﹤0.01%
+2,580
4705
$5K ﹤0.01%
148
4706
$5K ﹤0.01%
707
+7
4707
$5K ﹤0.01%
526
-601
4708
$5K ﹤0.01%
+317
4709
$5K ﹤0.01%
101
4710
$5K ﹤0.01%
122
4711
$5K ﹤0.01%
361
-19
4712
$5K ﹤0.01%
99
-16
4713
$5K ﹤0.01%
300
4714
$5K ﹤0.01%
70
4715
$5K ﹤0.01%
374
-4
4716
$5K ﹤0.01%
429
+69
4717
$5K ﹤0.01%
1,062
-2,559
4718
$5K ﹤0.01%
148
+23
4719
$5K ﹤0.01%
+120
4720
$5K ﹤0.01%
163
4721
$5K ﹤0.01%
1,838
+905
4722
$5K ﹤0.01%
266
+52
4723
$5K ﹤0.01%
86
4724
$5K ﹤0.01%
370
+324
4725
$5K ﹤0.01%
117
-74
187 188
189
190 191