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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
2926
$107K ﹤0.01%
19,534
+1,097
2927
$107K ﹤0.01%
11,634
+7,130
2928
$107K ﹤0.01%
12,911
-1,917
2929
$107K ﹤0.01%
1,875
-75
2930
$107K ﹤0.01%
2,207
+1,395
2931
$107K ﹤0.01%
4,810
+1,945
2932
$107K ﹤0.01%
966
+803
2933
$107K ﹤0.01%
6,527
-42
2934
$107K ﹤0.01%
4,597
2935
$106K ﹤0.01%
2,771
-4
2936
$106K ﹤0.01%
1,677
2937
$106K ﹤0.01%
9,672
+5,874
2938
$106K ﹤0.01%
1,098
+160
2939
$106K ﹤0.01%
2,566
+616
2940
$106K ﹤0.01%
2,870
-71
2941
$106K ﹤0.01%
3,153
-1,005
2942
$106K ﹤0.01%
632
+290
2943
$106K ﹤0.01%
4,022
-2,333
2944
$106K ﹤0.01%
7,236
-591
2945
$106K ﹤0.01%
3,091
+1,650
2946
$106K ﹤0.01%
1,619
+291
2947
$105K ﹤0.01%
1,802
+7
2948
$105K ﹤0.01%
649
2949
$105K ﹤0.01%
7,446
-634
2950
$105K ﹤0.01%
5,172
+4,922
116 117
118
119 120