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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
4976
$2K ﹤0.01%
268
4977
$2K ﹤0.01%
+251
4978
$2K ﹤0.01%
48
4979
$2K ﹤0.01%
653
-2,022
4980
$2K ﹤0.01%
67
+6
4981
$2K ﹤0.01%
61
+46
4982
$2K ﹤0.01%
222
-49
4983
$2K ﹤0.01%
60
4984
$2K ﹤0.01%
+83
4985
$2K ﹤0.01%
112
+21
4986
$2K ﹤0.01%
775
-1,126
4987
$2K ﹤0.01%
132
+23
4988
$2K ﹤0.01%
346
+9
4989
$2K ﹤0.01%
242
4990
$2K ﹤0.01%
199
+14
4991
$2K ﹤0.01%
400
4992
$2K ﹤0.01%
+32
4993
$2K ﹤0.01%
+34
4994
$2K ﹤0.01%
223
+75
4995
$2K ﹤0.01%
+46
4996
$2K ﹤0.01%
194
+104
4997
$2K ﹤0.01%
311
4998
$2K ﹤0.01%
100
4999
$2K ﹤0.01%
122
+117
5000
$2K ﹤0.01%
32
-4
198 199
200
201 202