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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
4751
$5K ﹤0.01%
298
+10
4752
$5K ﹤0.01%
+250
4753
$5K ﹤0.01%
140
4754
$5K ﹤0.01%
191
+64
4755
$5K ﹤0.01%
+132
4756
$5K ﹤0.01%
557
-944
4757
$5K ﹤0.01%
737
-668
4758
$5K ﹤0.01%
177
4759
$5K ﹤0.01%
58
+33
4760
$5K ﹤0.01%
794
+23
4761
$5K ﹤0.01%
281
-178
4762
$5K ﹤0.01%
209
+2
4763
$5K ﹤0.01%
206
4764
$5K ﹤0.01%
238
4765
$5K ﹤0.01%
108
-2
4766
$5K ﹤0.01%
+1,149
4767
$5K ﹤0.01%
187
4768
$5K ﹤0.01%
+375
4769
$5K ﹤0.01%
+198
4770
$5K ﹤0.01%
667
+92
4771
$5K ﹤0.01%
+117
4772
$5K ﹤0.01%
+377
4773
$5K ﹤0.01%
+83
4774
$5K ﹤0.01%
991
+441
4775
$5K ﹤0.01%
317
+145
189 190
191
192 193