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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
2751
$134K ﹤0.01%
+3,552
2752
$133K ﹤0.01%
3,053
+143
2753
$133K ﹤0.01%
4,630
+690
2754
$133K ﹤0.01%
15,498
+9,031
2755
$133K ﹤0.01%
4,262
+2,405
2756
$133K ﹤0.01%
1,047
-1,305
2757
$133K ﹤0.01%
2,457
-625
2758
$133K ﹤0.01%
15,662
+1,088
2759
$132K ﹤0.01%
4,786
+130
2760
$132K ﹤0.01%
3,198
-138
2761
$132K ﹤0.01%
7,257
+3,205
2762
$132K ﹤0.01%
6,501
2763
$132K ﹤0.01%
6,923
-46
2764
$132K ﹤0.01%
3,930
+2,587
2765
$131K ﹤0.01%
1,389
2766
$131K ﹤0.01%
36
+2
2767
$131K ﹤0.01%
12,244
+10,017
2768
$130K ﹤0.01%
2,417
2769
$130K ﹤0.01%
2,612
+940
2770
$130K ﹤0.01%
9,065
+231
2771
$130K ﹤0.01%
5,984
-262
2772
$130K ﹤0.01%
17,072
+1,299
2773
$130K ﹤0.01%
3,217
-112
2774
$130K ﹤0.01%
2,589
+1,157
2775
$130K ﹤0.01%
5,814
-189
109 110
111
112 113