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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
2401
$210K ﹤0.01%
6,790
2402
$210K ﹤0.01%
7,665
+3,159
2403
$210K ﹤0.01%
13,204
-3,274
2404
$210K ﹤0.01%
30,549
+13,012
2405
$210K ﹤0.01%
10,701
+3,950
2406
$209K ﹤0.01%
9,929
+55
2407
$209K ﹤0.01%
3,981
-1,536
2408
$209K ﹤0.01%
3,848
+697
2409
$208K ﹤0.01%
2,290
-7
2410
$207K ﹤0.01%
6,273
-585
2411
$207K ﹤0.01%
5,916
+36
2412
$207K ﹤0.01%
7,502
+5,075
2413
$207K ﹤0.01%
6,003
+2,846
2414
$207K ﹤0.01%
8,041
-1,362
2415
$207K ﹤0.01%
10,827
+292
2416
$207K ﹤0.01%
1,924
-226
2417
$206K ﹤0.01%
4,578
-452
2418
$206K ﹤0.01%
32,811
+26,403
2419
$206K ﹤0.01%
2,371
-104
2420
$205K ﹤0.01%
1,185
2421
$205K ﹤0.01%
9,020
+20
2422
$205K ﹤0.01%
22,779
-8,175
2423
$205K ﹤0.01%
6,137
+459
2424
$204K ﹤0.01%
41,526
+21,917
2425
$204K ﹤0.01%
2,175
+47
95 96
97
98 99