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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
4776
$5K ﹤0.01%
362
-2,114
4777
$4K ﹤0.01%
206
-3
4778
$4K ﹤0.01%
+391
4779
$4K ﹤0.01%
421
-979
4780
$4K ﹤0.01%
1,584
+222
4781
$4K ﹤0.01%
73
-6
4782
$4K ﹤0.01%
+51
4783
$4K ﹤0.01%
+240
4784
$4K ﹤0.01%
59
+3
4785
$4K ﹤0.01%
220
4786
$4K ﹤0.01%
104
+8
4787
$4K ﹤0.01%
136
+135
4788
$4K ﹤0.01%
86
-322
4789
$4K ﹤0.01%
127
4790
$4K ﹤0.01%
+100
4791
$4K ﹤0.01%
138
-412
4792
$4K ﹤0.01%
+1,500
4793
$4K ﹤0.01%
631
4794
$4K ﹤0.01%
124
4795
$4K ﹤0.01%
78
4796
$4K ﹤0.01%
750
4797
$4K ﹤0.01%
35
-92
4798
$4K ﹤0.01%
3,049
-7,736
4799
$4K ﹤0.01%
2,107
+104
4800
$4K ﹤0.01%
889
+618
190 191
192
193 194