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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
3726
$38K ﹤0.01%
+6,598
3727
$38K ﹤0.01%
809
+585
3728
$38K ﹤0.01%
628
3729
$38K ﹤0.01%
4,400
+883
3730
$38K ﹤0.01%
786
-96
3731
$38K ﹤0.01%
2,106
-2,415
3732
$38K ﹤0.01%
2,263
+1,335
3733
$38K ﹤0.01%
2,656
+42
3734
$38K ﹤0.01%
2,505
+542
3735
$38K ﹤0.01%
388
3736
$38K ﹤0.01%
1,983
+892
3737
$38K ﹤0.01%
757
-477
3738
$38K ﹤0.01%
3,293
-210
3739
$38K ﹤0.01%
119
-10
3740
$38K ﹤0.01%
4,274
+181
3741
$37K ﹤0.01%
1,836
+1,103
3742
$37K ﹤0.01%
2,935
-1,697
3743
$37K ﹤0.01%
225
3744
$37K ﹤0.01%
705
+451
3745
$37K ﹤0.01%
2,078
+132
3746
$37K ﹤0.01%
1,520
+703
3747
$37K ﹤0.01%
944
+260
3748
$37K ﹤0.01%
1,869
+442
3749
$37K ﹤0.01%
2,491
+1,637
3750
$37K ﹤0.01%
4,927
-78
148 149
150
151 152