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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
2301
$239K ﹤0.01%
562
+68
2302
$239K ﹤0.01%
6,355
+2,035
2303
$239K ﹤0.01%
7,024
+1,839
2304
$239K ﹤0.01%
6,883
+1,948
2305
$238K ﹤0.01%
12,261
+1,956
2306
$238K ﹤0.01%
8,201
-22
2307
$238K ﹤0.01%
4,458
+1,434
2308
$238K ﹤0.01%
1,461
2309
$238K ﹤0.01%
8,561
+1,042
2310
$238K ﹤0.01%
1,870
2311
$238K ﹤0.01%
2,036
+1,186
2312
$238K ﹤0.01%
875
+39
2313
$237K ﹤0.01%
19,007
-5,359
2314
$237K ﹤0.01%
9,723
+4,195
2315
$237K ﹤0.01%
2,205
-1,035
2316
$236K ﹤0.01%
2,208
+445
2317
$236K ﹤0.01%
6,327
+5,125
2318
$236K ﹤0.01%
42,930
+40,840
2319
$236K ﹤0.01%
1,892
+10
2320
$235K ﹤0.01%
1,461
+3
2321
$235K ﹤0.01%
6,443
2322
$234K ﹤0.01%
12,531
+738
2323
$234K ﹤0.01%
6,041
+6,039
2324
$233K ﹤0.01%
51,240
+4,848
2325
$233K ﹤0.01%
3,190
-243
91 92
93
94 95