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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
3226
$72K ﹤0.01%
2,844
3227
$72K ﹤0.01%
2,653
3228
$71K ﹤0.01%
756
-70
3229
$71K ﹤0.01%
7,549
+484
3230
$71K ﹤0.01%
796
+99
3231
$71K ﹤0.01%
3,574
+2,422
3232
$71K ﹤0.01%
1,738
-123
3233
$71K ﹤0.01%
2,306
+509
3234
$71K ﹤0.01%
3,058
+499
3235
$71K ﹤0.01%
1,117
-582
3236
$71K ﹤0.01%
7,046
-283
3237
$71K ﹤0.01%
4,618
+2,694
3238
$71K ﹤0.01%
794
-94
3239
$71K ﹤0.01%
14,605
+2,789
3240
$71K ﹤0.01%
1,716
+85
3241
$70K ﹤0.01%
6,420
+3,992
3242
$70K ﹤0.01%
4,298
-564
3243
$70K ﹤0.01%
1,729
3244
$70K ﹤0.01%
6,000
3245
$70K ﹤0.01%
4,130
+2,857
3246
$70K ﹤0.01%
1,629
3247
$70K ﹤0.01%
2,235
-69
3248
$70K ﹤0.01%
1,136
+60
3249
$70K ﹤0.01%
5,827
-2,511
3250
$70K ﹤0.01%
1,227
+200
128 129
130
131 132