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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
4876
$3K ﹤0.01%
130
4877
$3K ﹤0.01%
+25
4878
$3K ﹤0.01%
52
4879
$3K ﹤0.01%
+43
4880
$3K ﹤0.01%
102
4881
$3K ﹤0.01%
+57
4882
$3K ﹤0.01%
30
4883
$3K ﹤0.01%
450
4884
$3K ﹤0.01%
58
-142
4885
$3K ﹤0.01%
+49
4886
$3K ﹤0.01%
+141
4887
$3K ﹤0.01%
1,569
-6,879
4888
$3K ﹤0.01%
+100
4889
$3K ﹤0.01%
46
4890
$3K ﹤0.01%
91
-21
4891
$3K ﹤0.01%
281
+1
4892
$3K ﹤0.01%
99
-33
4893
$3K ﹤0.01%
193
4894
$3K ﹤0.01%
3,124
-32,046
4895
$3K ﹤0.01%
202
+11
4896
$3K ﹤0.01%
164
+51
4897
$3K ﹤0.01%
3,452
+1,491
4898
$3K ﹤0.01%
32
4899
$3K ﹤0.01%
1,438
-1,871
4900
$3K ﹤0.01%
292
-590
194 195
196
197 198