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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
2676
$149K ﹤0.01%
1,749
+945
2677
$149K ﹤0.01%
12,095
+2,367
2678
$148K ﹤0.01%
2,816
-378
2679
$148K ﹤0.01%
468
+87
2680
$148K ﹤0.01%
12,293
-164
2681
$148K ﹤0.01%
3,837
+576
2682
$148K ﹤0.01%
2,780
-1,640
2683
$147K ﹤0.01%
2,133
+904
2684
$147K ﹤0.01%
9,514
-942
2685
$147K ﹤0.01%
1,159
+912
2686
$147K ﹤0.01%
1,672
-852
2687
$146K ﹤0.01%
5,413
+889
2688
$146K ﹤0.01%
30,862
-361
2689
$146K ﹤0.01%
2,036
-194
2690
$145K ﹤0.01%
15,291
+29
2691
$145K ﹤0.01%
2,590
+2,515
2692
$145K ﹤0.01%
1,200
+459
2693
$145K ﹤0.01%
1,218
+42
2694
$145K ﹤0.01%
2,605
+1,213
2695
$144K ﹤0.01%
897
-1,120
2696
$144K ﹤0.01%
647
-122
2697
$144K ﹤0.01%
5,321
-578
2698
$144K ﹤0.01%
1,003
+22
2699
$143K ﹤0.01%
1,185
+263
2700
$143K ﹤0.01%
1,058
+156
106 107
108
109 110