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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
4826
$4K ﹤0.01%
767
-2,809
4827
$4K ﹤0.01%
280
+4
4828
$4K ﹤0.01%
182
4829
$4K ﹤0.01%
1,254
-16,397
4830
$4K ﹤0.01%
3,580
-41,229
4831
$4K ﹤0.01%
2,763
-6,266
4832
$4K ﹤0.01%
428
+423
4833
$4K ﹤0.01%
+97
4834
$4K ﹤0.01%
157
4835
$4K ﹤0.01%
378
+112
4836
$4K ﹤0.01%
+31
4837
$4K ﹤0.01%
64
-1
4838
$4K ﹤0.01%
54
-100
4839
$4K ﹤0.01%
50
-7
4840
$4K ﹤0.01%
379
+130
4841
$4K ﹤0.01%
482
-1,731
4842
$4K ﹤0.01%
+52
4843
$4K ﹤0.01%
+1,688
4844
$4K ﹤0.01%
1,278
+65
4845
$4K ﹤0.01%
163
+56
4846
$4K ﹤0.01%
99
+55
4847
$4K ﹤0.01%
920
4848
$4K ﹤0.01%
1,216
-742
4849
$4K ﹤0.01%
1,990
+1,361
4850
$4K ﹤0.01%
+132
192 193
194
195 196