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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
3326
$64K ﹤0.01%
1,935
+1,457
3327
$64K ﹤0.01%
1,250
+215
3328
$64K ﹤0.01%
2,754
+218
3329
$64K ﹤0.01%
9,598
+259
3330
$63K ﹤0.01%
1,106
-523
3331
$63K ﹤0.01%
3,318
+730
3332
$63K ﹤0.01%
5,156
+3,669
3333
$63K ﹤0.01%
632
-576
3334
$63K ﹤0.01%
2,084
+138
3335
$63K ﹤0.01%
1,884
+440
3336
$63K ﹤0.01%
10,255
-32,675
3337
$63K ﹤0.01%
973
+219
3338
$63K ﹤0.01%
3,341
+29
3339
$63K ﹤0.01%
1,526
3340
$62K ﹤0.01%
22,623
-10
3341
$62K ﹤0.01%
1,289
-206
3342
$62K ﹤0.01%
2,765
+1,294
3343
$62K ﹤0.01%
2,205
-134
3344
$62K ﹤0.01%
2,771
-2,230
3345
$62K ﹤0.01%
2,529
-136
3346
$62K ﹤0.01%
7,630
+1,332
3347
$62K ﹤0.01%
2,284
-688
3348
$62K ﹤0.01%
4,849
+3,166
3349
$62K ﹤0.01%
6,313
+111
3350
$62K ﹤0.01%
47,000
+39,254
132 133
134
135 136