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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
5001
$2K ﹤0.01%
496
-6,898
5002
$2K ﹤0.01%
489
-1,395
5003
$2K ﹤0.01%
+100
5004
$2K ﹤0.01%
57
5005
$2K ﹤0.01%
+815
5006
$2K ﹤0.01%
56
-114
5007
$2K ﹤0.01%
1,477
-558
5008
$2K ﹤0.01%
108
5009
$2K ﹤0.01%
100
5010
$2K ﹤0.01%
+91
5011
$2K ﹤0.01%
206
+80
5012
$2K ﹤0.01%
992
-4,456
5013
$2K ﹤0.01%
733
+400
5014
$2K ﹤0.01%
2,000
5015
$2K ﹤0.01%
37
+1
5016
$2K ﹤0.01%
127
+64
5017
$2K ﹤0.01%
228
-52
5018
$2K ﹤0.01%
101
5019
$2K ﹤0.01%
1,325
5020
$2K ﹤0.01%
28
-9
5021
$2K ﹤0.01%
+44
5022
$2K ﹤0.01%
94
5023
$2K ﹤0.01%
1,350
5024
$2K ﹤0.01%
1,219
-2,795
5025
$2K ﹤0.01%
+72
199 200
201
202 203