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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
2076
$320K ﹤0.01%
20,842
-210
2077
$319K ﹤0.01%
1,158
+447
2078
$319K ﹤0.01%
35,790
+1,816
2079
$319K ﹤0.01%
3,968
-137
2080
$318K ﹤0.01%
8,368
+7,827
2081
$317K ﹤0.01%
7,151
+6,093
2082
$317K ﹤0.01%
2,395
-271
2083
$316K ﹤0.01%
9,771
+8,054
2084
$316K ﹤0.01%
6,039
+1,953
2085
$316K ﹤0.01%
5,581
+3,234
2086
$315K ﹤0.01%
9,575
+4,068
2087
$315K ﹤0.01%
14,649
-2,500
2088
$314K ﹤0.01%
1,847
+42
2089
$314K ﹤0.01%
4,567
+229
2090
$314K ﹤0.01%
7,263
+300
2091
$314K ﹤0.01%
23,510
-946
2092
$314K ﹤0.01%
1,788
+203
2093
$314K ﹤0.01%
11,916
+7,805
2094
$312K ﹤0.01%
5,963
+3,056
2095
$312K ﹤0.01%
17,460
+9,687
2096
$312K ﹤0.01%
16,582
+2,859
2097
$312K ﹤0.01%
3,635
2098
$311K ﹤0.01%
2,133
-970
2099
$311K ﹤0.01%
9,733
-219
2100
$311K ﹤0.01%
3,074
+267
82 83
84
85 86