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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
5026
$2K ﹤0.01%
32
+1
5027
$2K ﹤0.01%
+194
5028
$2K ﹤0.01%
224
-118
5029
$2K ﹤0.01%
591
-858
5030
$2K ﹤0.01%
175
+26
5031
$2K ﹤0.01%
560
5032
$2K ﹤0.01%
+138
5033
$2K ﹤0.01%
381
-598
5034
$2K ﹤0.01%
140
-104
5035
$2K ﹤0.01%
413
+82
5036
$2K ﹤0.01%
38
+36
5037
$2K ﹤0.01%
500
5038
$2K ﹤0.01%
41
-1,203
5039
$2K ﹤0.01%
892
-11,998
5040
$2K ﹤0.01%
+43
5041
$2K ﹤0.01%
+50
5042
$2K ﹤0.01%
+200
5043
$2K ﹤0.01%
+456
5044
$2K ﹤0.01%
582
5045
$2K ﹤0.01%
22
-2
5046
$2K ﹤0.01%
50
5047
$2K ﹤0.01%
95
-85
5048
$2K ﹤0.01%
+20
5049
$2K ﹤0.01%
110
5050
$2K ﹤0.01%
61
+19
200 201
202
203 204