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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
2451
$198K ﹤0.01%
6,262
-471
2452
$198K ﹤0.01%
4,101
+2,541
2453
$197K ﹤0.01%
8,595
+2,127
2454
$197K ﹤0.01%
2,763
-75
2455
$197K ﹤0.01%
15,861
+49
2456
$197K ﹤0.01%
1,800
+402
2457
$196K ﹤0.01%
9,722
-1,121
2458
$196K ﹤0.01%
2,144
2459
$195K ﹤0.01%
8,099
+6,373
2460
$195K ﹤0.01%
17,578
+838
2461
$195K ﹤0.01%
1,778
+668
2462
$195K ﹤0.01%
2,567
+124
2463
$195K ﹤0.01%
9,597
2464
$194K ﹤0.01%
19,534
-412
2465
$194K ﹤0.01%
21,665
-1,229
2466
$194K ﹤0.01%
3,989
+2,110
2467
$193K ﹤0.01%
14,884
+4,753
2468
$193K ﹤0.01%
2,985
+644
2469
$193K ﹤0.01%
1,157
+74
2470
$193K ﹤0.01%
22,881
+6,147
2471
$193K ﹤0.01%
1,296
+15
2472
$193K ﹤0.01%
5,600
+69
2473
$193K ﹤0.01%
124,774
+102,184
2474
$193K ﹤0.01%
933
2475
$193K ﹤0.01%
3,909
+2,718
97 98
99
100 101