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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
5176
$1K ﹤0.01%
150
5177
$1K ﹤0.01%
+1,548
5178
$1K ﹤0.01%
+420
5179
$1K ﹤0.01%
+89
5180
$1K ﹤0.01%
200
5181
$1K ﹤0.01%
340
+84
5182
$1K ﹤0.01%
301
-3,045
5183
$1K ﹤0.01%
1,000
5184
$1K ﹤0.01%
103
-430
5185
$1K ﹤0.01%
+5
5186
$1K ﹤0.01%
100
5187
$1K ﹤0.01%
100
5188
$1K ﹤0.01%
49
-251
5189
$1K ﹤0.01%
100
5190
$1K ﹤0.01%
136
+47
5191
$1K ﹤0.01%
50
5192
$1K ﹤0.01%
657
-2,643
5193
$1K ﹤0.01%
69
-863
5194
$1K ﹤0.01%
912
-470
5195
$1K ﹤0.01%
80
5196
$1K ﹤0.01%
+129
5197
$1K ﹤0.01%
414
-6,122
5198
$1K ﹤0.01%
78
5199
$1K ﹤0.01%
33
5200
$1K ﹤0.01%
+150
206 207
208
209 210