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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
3876
$30K ﹤0.01%
2,402
-4,232
3877
$30K ﹤0.01%
813
3878
$30K ﹤0.01%
1,056
-25
3879
$30K ﹤0.01%
410
3880
$30K ﹤0.01%
846
+183
3881
$30K ﹤0.01%
12,711
-1,083
3882
$30K ﹤0.01%
+5,526
3883
$30K ﹤0.01%
570
+118
3884
$30K ﹤0.01%
621
+104
3885
$30K ﹤0.01%
+816
3886
$30K ﹤0.01%
983
3887
$30K ﹤0.01%
564
-29
3888
$30K ﹤0.01%
680
3889
$30K ﹤0.01%
777
+224
3890
$30K ﹤0.01%
6,088
+78
3891
$29K ﹤0.01%
7,602
+4,576
3892
$29K ﹤0.01%
2,191
-160
3893
$29K ﹤0.01%
18,616
+7,215
3894
$29K ﹤0.01%
4,379
-97
3895
$29K ﹤0.01%
867
+288
3896
$29K ﹤0.01%
+1,193
3897
$29K ﹤0.01%
1,560
+720
3898
$29K ﹤0.01%
3,189
+295
3899
$29K ﹤0.01%
318
+138
3900
$29K ﹤0.01%
614
+166
154 155
156
157 158