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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
4901
$3K ﹤0.01%
2,123
-1,008
4902
$3K ﹤0.01%
+400
4903
$3K ﹤0.01%
180
+64
4904
$3K ﹤0.01%
384
4905
$3K ﹤0.01%
570
+231
4906
$3K ﹤0.01%
214
4907
$3K ﹤0.01%
173
4908
$3K ﹤0.01%
89
4909
$3K ﹤0.01%
1,450
+870
4910
$3K ﹤0.01%
302
-5,662
4911
$3K ﹤0.01%
92
4912
$3K ﹤0.01%
95
4913
$3K ﹤0.01%
2,156
-6,755
4914
$3K ﹤0.01%
113
-589
4915
$3K ﹤0.01%
658
-31
4916
$3K ﹤0.01%
346
+119
4917
$3K ﹤0.01%
254
-299
4918
$3K ﹤0.01%
394
+170
4919
$3K ﹤0.01%
525
-236
4920
$3K ﹤0.01%
1,007
-104
4921
$3K ﹤0.01%
+245
4922
$3K ﹤0.01%
513
+45
4923
$3K ﹤0.01%
99
-51
4924
$3K ﹤0.01%
67
4925
$3K ﹤0.01%
529
195 196
197
198 199