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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
4801
$4K ﹤0.01%
2,666
4802
$4K ﹤0.01%
+180
4803
$4K ﹤0.01%
+195
4804
$4K ﹤0.01%
365
-708
4805
$4K ﹤0.01%
535
-1,879
4806
$4K ﹤0.01%
245
+23
4807
$4K ﹤0.01%
+137
4808
$4K ﹤0.01%
1,914
+592
4809
$4K ﹤0.01%
163
4810
$4K ﹤0.01%
85
4811
$4K ﹤0.01%
321
-45
4812
$4K ﹤0.01%
282
-10
4813
$4K ﹤0.01%
2,540
-16,028
4814
$4K ﹤0.01%
459
4815
$4K ﹤0.01%
927
4816
$4K ﹤0.01%
818
-2,969
4817
$4K ﹤0.01%
127
+10
4818
$4K ﹤0.01%
139
+13
4819
$4K ﹤0.01%
102
-12
4820
$4K ﹤0.01%
387
4821
$4K ﹤0.01%
+211
4822
$4K ﹤0.01%
298
-1,170
4823
$4K ﹤0.01%
2,615
-6,994
4824
$4K ﹤0.01%
349
+8
4825
$4K ﹤0.01%
212
+142
191 192
193
194 195