Carson Wealth (CWM LLC) Portfolio holdings
AUM
$36.9B
1-Year Est. Return
18.53%
This Fund
S&P 500
1 Year Est. Return
+18.53%
AUM
$33.2B
AUM Growth
+$4.89B
(+17%)
Holding
5,634
Top Buys
| 1 | +$207M | |
| 2 | +$80.7M | |
| 3 | +$80.5M | |
| 4 |
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
|
+$69.9M |
| 5 |
NVIDIA
NVDA
|
+$57.2M |
Top Sells
| 1 | +$150M | |
| 2 | +$141M | |
| 3 | +$51M | |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$26.2M |
| 5 |
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% |
