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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
2226
$266K ﹤0.01%
2,433
+1,219
2227
$266K ﹤0.01%
1,142
+178
2228
$265K ﹤0.01%
9,769
-2,793
2229
$264K ﹤0.01%
4,450
+828
2230
$264K ﹤0.01%
3,714
+926
2231
$264K ﹤0.01%
15,732
+5,247
2232
$263K ﹤0.01%
8,263
-501
2233
$263K ﹤0.01%
3,762
+1,282
2234
$263K ﹤0.01%
4,372
+238
2235
$262K ﹤0.01%
5,427
+32
2236
$262K ﹤0.01%
4,821
+3,108
2237
$262K ﹤0.01%
7,759
-235
2238
$261K ﹤0.01%
8,415
+1,587
2239
$261K ﹤0.01%
11,191
+926
2240
$261K ﹤0.01%
26,682
+3,986
2241
$260K ﹤0.01%
4,900
+1,662
2242
$260K ﹤0.01%
12,956
+1,252
2243
$260K ﹤0.01%
8,044
+4,410
2244
$260K ﹤0.01%
6,718
+4,454
2245
$260K ﹤0.01%
2,398
+243
2246
$259K ﹤0.01%
5,432
+561
2247
$258K ﹤0.01%
4,061
+63
2248
$258K ﹤0.01%
3,792
-1,050
2249
$257K ﹤0.01%
10,869
+73
2250
$257K ﹤0.01%
8,980
+348
88 89
90
91 92