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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
5126
$1K ﹤0.01%
+142
5127
$1K ﹤0.01%
20
-79
5128
$1K ﹤0.01%
194
+10
5129
$1K ﹤0.01%
+56
5130
$1K ﹤0.01%
+31
5131
$1K ﹤0.01%
138
-55
5132
$1K ﹤0.01%
9
5133
$1K ﹤0.01%
10
5134
$1K ﹤0.01%
114
-732
5135
$1K ﹤0.01%
+14
5136
$1K ﹤0.01%
13
5137
$1K ﹤0.01%
29
5138
$1K ﹤0.01%
+38
5139
$1K ﹤0.01%
+33
5140
$1K ﹤0.01%
12
5141
$1K ﹤0.01%
330
-929
5142
$1K ﹤0.01%
126
-125
5143
$1K ﹤0.01%
61
-330
5144
$1K ﹤0.01%
237
+100
5145
$1K ﹤0.01%
60
+1
5146
$1K ﹤0.01%
28
5147
$1K ﹤0.01%
95
5148
$1K ﹤0.01%
+144
5149
$1K ﹤0.01%
46
5150
$1K ﹤0.01%
281
-92
204 205
206
207 208