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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
5601
$0 ﹤0.01%
113
+107
5602
$0 ﹤0.01%
+6
5603
– –
-2,079
5604
$0 ﹤0.01%
415
5605
$0 ﹤0.01%
119
-767
5606
– –
-109
5607
$0 ﹤0.01%
178
-283
5608
– –
-800
5609
– –
-48
5610
– –
-453
5611
$0 ﹤0.01%
40
5612
– –
-70
5613
$0 ﹤0.01%
+42
5614
$0 ﹤0.01%
+31
5615
$0 ﹤0.01%
+88
5616
– –
-5,030
5617
– –
-370
5618
– –
-450
5619
– –
-1,249
5620
– –
-15,300
5621
– –
-4,350
5622
– –
-370
5623
– –
-3,535
5624
$0 ﹤0.01%
+5
5625
$0 ﹤0.01%
26
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225
226