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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
2176
$284K ﹤0.01%
6,473
+250
2177
$284K ﹤0.01%
+2,283
2178
$284K ﹤0.01%
3,235
+2,909
2179
$284K ﹤0.01%
+1,810
2180
$283K ﹤0.01%
1,158
+235
2181
$282K ﹤0.01%
7,505
+994
2182
$281K ﹤0.01%
28,103
-51
2183
$281K ﹤0.01%
3,648
+172
2184
$281K ﹤0.01%
9,131
2185
$280K ﹤0.01%
8,167
+920
2186
$280K ﹤0.01%
20,442
+5,664
2187
$279K ﹤0.01%
6,372
-54
2188
$279K ﹤0.01%
8,163
+219
2189
$279K ﹤0.01%
6,889
+2,516
2190
$278K ﹤0.01%
2,476
+1,255
2191
$277K ﹤0.01%
6,865
+672
2192
$277K ﹤0.01%
34,043
+11,134
2193
$277K ﹤0.01%
47,981
+8,546
2194
$277K ﹤0.01%
684
-109
2195
$276K ﹤0.01%
3,591
-1,877
2196
$276K ﹤0.01%
6,080
-1,585
2197
$276K ﹤0.01%
16,516
+930
2198
$276K ﹤0.01%
6,818
-258
2199
$275K ﹤0.01%
913
+296
2200
$274K ﹤0.01%
6,937
+3,751
86 87
88
89 90