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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
5201
$1K ﹤0.01%
600
5202
$1K ﹤0.01%
194
+34
5203
$1K ﹤0.01%
+156
5204
$1K ﹤0.01%
113
5205
$1K ﹤0.01%
128
-110
5206
$1K ﹤0.01%
63
+7
5207
$1K ﹤0.01%
19
-1
5208
$1K ﹤0.01%
337
5209
$1K ﹤0.01%
+26
5210
$1K ﹤0.01%
653
+16
5211
$1K ﹤0.01%
83
-609
5212
$1K ﹤0.01%
50
-43
5213
$1K ﹤0.01%
+26
5214
$1K ﹤0.01%
+72
5215
$1K ﹤0.01%
22
5216
$1K ﹤0.01%
+33
5217
$1K ﹤0.01%
+42
5218
$1K ﹤0.01%
32
5219
$1K ﹤0.01%
185
+94
5220
$1K ﹤0.01%
31
-580
5221
$1K ﹤0.01%
+55
5222
$0 ﹤0.01%
+26
5223
$0 ﹤0.01%
+21
5224
$0 ﹤0.01%
+624
5225
$0 ﹤0.01%
1
207 208
209
210 211