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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
2351
$226K ﹤0.01%
30,478
-8,728
2352
$225K ﹤0.01%
5,940
+992
2353
$225K ﹤0.01%
514
+39
2354
$225K ﹤0.01%
10,347
+7,624
2355
$224K ﹤0.01%
4,707
+763
2356
$224K ﹤0.01%
4,941
-466
2357
$224K ﹤0.01%
5,262
+702
2358
$224K ﹤0.01%
114,407
-3,671
2359
$223K ﹤0.01%
4,982
+2,878
2360
$223K ﹤0.01%
29,350
2361
$222K ﹤0.01%
27,685
+12,053
2362
$222K ﹤0.01%
8,830
2363
$222K ﹤0.01%
1,774
+1,478
2364
$221K ﹤0.01%
34,473
+1,154
2365
$221K ﹤0.01%
3,525
+2,368
2366
$220K ﹤0.01%
4,234
+2,345
2367
$220K ﹤0.01%
1,867
2368
$219K ﹤0.01%
934
+484
2369
$219K ﹤0.01%
3,114
+895
2370
$218K ﹤0.01%
7,239
+1,177
2371
$218K ﹤0.01%
4,716
+4,417
2372
$218K ﹤0.01%
7,169
+4,576
2373
$217K ﹤0.01%
13,318
-2,085
2374
$217K ﹤0.01%
6,955
+1,318
2375
$217K ﹤0.01%
15,849
+8,392
93 94
95
96 97