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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
2801
$125K ﹤0.01%
2,855
2802
$125K ﹤0.01%
18,864
+8,513
2803
$125K ﹤0.01%
1,587
+1,584
2804
$125K ﹤0.01%
7,209
+4,284
2805
$124K ﹤0.01%
1,906
+7
2806
$124K ﹤0.01%
3,229
+1,849
2807
$124K ﹤0.01%
3,502
-125
2808
$123K ﹤0.01%
4,575
+52
2809
$123K ﹤0.01%
2,441
+290
2810
$123K ﹤0.01%
544
+16
2811
$123K ﹤0.01%
8,439
+923
2812
$123K ﹤0.01%
2,506
-146
2813
$123K ﹤0.01%
23,764
-7,072
2814
$123K ﹤0.01%
4,097
-47
2815
$123K ﹤0.01%
6,549
+5,003
2816
$122K ﹤0.01%
926
+11
2817
$122K ﹤0.01%
33,421
-31,918
2818
$122K ﹤0.01%
9,770
+2,934
2819
$122K ﹤0.01%
2,396
+1,003
2820
$122K ﹤0.01%
4,026
+188
2821
$122K ﹤0.01%
493
+23
2822
$122K ﹤0.01%
4,331
+1,648
2823
$122K ﹤0.01%
382
-1
2824
$121K ﹤0.01%
3,141
+2,331
2825
$121K ﹤0.01%
3,089
+1,538
111 112
113
114 115