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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
4851
$4K ﹤0.01%
838
-6,135
4852
$4K ﹤0.01%
924
-2,845
4853
$4K ﹤0.01%
500
4854
$4K ﹤0.01%
100
4855
$4K ﹤0.01%
1,833
-1,475
4856
$4K ﹤0.01%
422
+366
4857
$4K ﹤0.01%
163
4858
$4K ﹤0.01%
+118
4859
$4K ﹤0.01%
+174
4860
$4K ﹤0.01%
875
-689
4861
$4K ﹤0.01%
+58
4862
$4K ﹤0.01%
+77
4863
$4K ﹤0.01%
556
-40
4864
$4K ﹤0.01%
158
+66
4865
$3K ﹤0.01%
902
+161
4866
$3K ﹤0.01%
+82
4867
$3K ﹤0.01%
375
+66
4868
$3K ﹤0.01%
1,665
-7,650
4869
$3K ﹤0.01%
147
+124
4870
$3K ﹤0.01%
90
-121
4871
$3K ﹤0.01%
279
-135
4872
$3K ﹤0.01%
1,981
-39,041
4873
$3K ﹤0.01%
49
-71
4874
$3K ﹤0.01%
1,761
+34
4875
$3K ﹤0.01%
+307
193 194
195
196 197