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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
4001
$24K ﹤0.01%
983
+41
4002
$24K ﹤0.01%
691
+7
4003
$24K ﹤0.01%
383
-133
4004
$24K ﹤0.01%
3,747
+3,648
4005
$24K ﹤0.01%
1,004
+334
4006
$24K ﹤0.01%
4,116
+3,442
4007
$24K ﹤0.01%
380
-206
4008
$24K ﹤0.01%
605
-623
4009
$24K ﹤0.01%
4,951
-11,429
4010
$24K ﹤0.01%
4,068
-790
4011
$24K ﹤0.01%
475
-5
4012
$24K ﹤0.01%
14,639
-75,448
4013
$24K ﹤0.01%
3,095
+2,109
4014
$24K ﹤0.01%
6,431
-19,601
4015
$24K ﹤0.01%
295
-76
4016
$24K ﹤0.01%
+844
4017
$24K ﹤0.01%
1,384
-418
4018
$24K ﹤0.01%
778
+628
4019
$24K ﹤0.01%
925
+79
4020
$24K ﹤0.01%
971
4021
$24K ﹤0.01%
400
4022
$23K ﹤0.01%
1,681
-1,184
4023
$23K ﹤0.01%
1,129
+626
4024
$23K ﹤0.01%
2,485
+1,510
4025
$23K ﹤0.01%
874
+143
159 160
161
162 163