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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
2376
$217K ﹤0.01%
27
+8
2377
$217K ﹤0.01%
11,766
+123
2378
$216K ﹤0.01%
11,712
+1,199
2379
$216K ﹤0.01%
423
+212
2380
$216K ﹤0.01%
14,922
-6
2381
$215K ﹤0.01%
51,994
+25,905
2382
$215K ﹤0.01%
1,445
-230
2383
$215K ﹤0.01%
10,286
+869
2384
$215K ﹤0.01%
13,203
+15
2385
$214K ﹤0.01%
2,181
-74
2386
$214K ﹤0.01%
5,294
-115
2387
$214K ﹤0.01%
3,535
-81
2388
$214K ﹤0.01%
21,403
2389
$213K ﹤0.01%
3,250
-359
2390
$213K ﹤0.01%
7,542
+4,862
2391
$213K ﹤0.01%
2,000
2392
$212K ﹤0.01%
11,610
-7,478
2393
$212K ﹤0.01%
5,597
-654
2394
$212K ﹤0.01%
6,778
+365
2395
$212K ﹤0.01%
2,534
+440
2396
$211K ﹤0.01%
15,583
-13,263
2397
$211K ﹤0.01%
3,906
+2,164
2398
$211K ﹤0.01%
6,353
+2,009
2399
$211K ﹤0.01%
2,185
+143
2400
$210K ﹤0.01%
10,815
+3,221
94 95
96
97 98