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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
5351
$0 ﹤0.01%
28
+27
5352
– –
-640
5353
– –
-9,910
5354
– –
-21
5355
$0 ﹤0.01%
1
-1
5356
$0 ﹤0.01%
107
-2,286
5357
– –
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5358
– –
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5359
$0 ﹤0.01%
+13
5360
– –
-2,144
5361
– –
-400
5362
– –
-573
5363
$0 ﹤0.01%
4
+3
5364
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-278
5365
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-72
5366
$0 ﹤0.01%
+15
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$0 ﹤0.01%
11
5368
$0 ﹤0.01%
+2
5369
$0 ﹤0.01%
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5370
$0 ﹤0.01%
+23
5371
$0 ﹤0.01%
+7
5372
$0 ﹤0.01%
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5373
$0 ﹤0.01%
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5374
$0 ﹤0.01%
+1
5375
$0 ﹤0.01%
+1
213 214
215
216 217