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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
5051
$2K ﹤0.01%
317
-3,051
5052
$2K ﹤0.01%
144
-221
5053
$2K ﹤0.01%
35
5054
$2K ﹤0.01%
22
-15
5055
$2K ﹤0.01%
627
5056
$2K ﹤0.01%
1,500
5057
$2K ﹤0.01%
+60
5058
$2K ﹤0.01%
+47
5059
$2K ﹤0.01%
432
+114
5060
$1K ﹤0.01%
+245
5061
$1K ﹤0.01%
14
-64
5062
$1K ﹤0.01%
65
5063
$1K ﹤0.01%
+75
5064
$1K ﹤0.01%
300
5065
$1K ﹤0.01%
406
5066
$1K ﹤0.01%
45
-189
5067
$1K ﹤0.01%
867
-1,929
5068
$1K ﹤0.01%
4
5069
$1K ﹤0.01%
+20
5070
$1K ﹤0.01%
+822
5071
$1K ﹤0.01%
+1,398
5072
$1K ﹤0.01%
1,530
+1,035
5073
$1K ﹤0.01%
124
-194
5074
$1K ﹤0.01%
104
+23
5075
$1K ﹤0.01%
+271
201 202
203
204 205