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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
3951
$27K ﹤0.01%
964
3952
$27K ﹤0.01%
435
-207
3953
$27K ﹤0.01%
365
+9
3954
$27K ﹤0.01%
2,872
+2,297
3955
$26K ﹤0.01%
788
+20
3956
$26K ﹤0.01%
3,185
+325
3957
$26K ﹤0.01%
7,794
3958
$26K ﹤0.01%
16,675
+8,248
3959
$26K ﹤0.01%
485
+423
3960
$26K ﹤0.01%
578
-288
3961
$26K ﹤0.01%
15,062
-28,469
3962
$26K ﹤0.01%
+527
3963
$26K ﹤0.01%
1,433
-48
3964
$26K ﹤0.01%
955
+421
3965
$26K ﹤0.01%
+514
3966
$26K ﹤0.01%
1,215
+856
3967
$26K ﹤0.01%
875
3968
$26K ﹤0.01%
2,547
+1,806
3969
$26K ﹤0.01%
495
+211
3970
$26K ﹤0.01%
520
3971
$25K ﹤0.01%
+1,190
3972
$25K ﹤0.01%
1,748
3973
$25K ﹤0.01%
1,224
-2,156
3974
$25K ﹤0.01%
5,595
+858
3975
$25K ﹤0.01%
1,609
+221
157 158
159
160 161