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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
4926
$3K ﹤0.01%
218
+127
4927
$3K ﹤0.01%
469
4928
$3K ﹤0.01%
269
-222
4929
$3K ﹤0.01%
+118
4930
$3K ﹤0.01%
71
+3
4931
$3K ﹤0.01%
364
+135
4932
$3K ﹤0.01%
200
4933
$3K ﹤0.01%
+327
4934
$3K ﹤0.01%
111
+7
4935
$3K ﹤0.01%
187
+43
4936
$3K ﹤0.01%
98
4937
$3K ﹤0.01%
114
-468
4938
$3K ﹤0.01%
+68
4939
$3K ﹤0.01%
451
+6
4940
$3K ﹤0.01%
499
-7,466
4941
$3K ﹤0.01%
+313
4942
$3K ﹤0.01%
114
-4,089
4943
$3K ﹤0.01%
+592
4944
$3K ﹤0.01%
45
4945
$3K ﹤0.01%
+215
4946
$3K ﹤0.01%
+34,984
4947
$3K ﹤0.01%
165
4948
$3K ﹤0.01%
+103
4949
$3K ﹤0.01%
746
-2,873
4950
$3K ﹤0.01%
174
+22
196 197
198
199 200