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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
2426
$204K ﹤0.01%
6,290
-10
2427
$203K ﹤0.01%
2,445
2428
$203K ﹤0.01%
3,267
+3,157
2429
$202K ﹤0.01%
7,196
-1,262
2430
$202K ﹤0.01%
3,531
+1,443
2431
$202K ﹤0.01%
26,166
-58,263
2432
$202K ﹤0.01%
1,236
+227
2433
$202K ﹤0.01%
5,908
+1,898
2434
$202K ﹤0.01%
8,995
+1,362
2435
$201K ﹤0.01%
3,839
-6,913
2436
$201K ﹤0.01%
20,937
+5,956
2437
$201K ﹤0.01%
+24,875
2438
$201K ﹤0.01%
1,212
-2
2439
$200K ﹤0.01%
52,876
+16,486
2440
$200K ﹤0.01%
4,072
+3,525
2441
$200K ﹤0.01%
644
-32
2442
$200K ﹤0.01%
1,420
+2
2443
$200K ﹤0.01%
2,230
+350
2444
$200K ﹤0.01%
22,450
-6,677
2445
$199K ﹤0.01%
3,316
2446
$199K ﹤0.01%
5,520
-5
2447
$199K ﹤0.01%
6,765
-32,785
2448
$199K ﹤0.01%
+3,837
2449
$198K ﹤0.01%
4,570
+434
2450
$198K ﹤0.01%
4,293
-47
96 97
98
99 100