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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
4376
$12K ﹤0.01%
1,336
+981
4377
$12K ﹤0.01%
257
+74
4378
$12K ﹤0.01%
4,134
-4,540
4379
$12K ﹤0.01%
286
+102
4380
$12K ﹤0.01%
520
4381
$12K ﹤0.01%
6,538
-149
4382
$12K ﹤0.01%
+309
4383
$12K ﹤0.01%
580
4384
$12K ﹤0.01%
550
4385
$12K ﹤0.01%
246
+40
4386
$12K ﹤0.01%
300
4387
$12K ﹤0.01%
1,375
4388
$12K ﹤0.01%
500
4389
$12K ﹤0.01%
804
-499
4390
$12K ﹤0.01%
399
4391
$12K ﹤0.01%
516
-101
4392
$12K ﹤0.01%
1,023
-27
4393
$12K ﹤0.01%
4,500
-329
4394
$12K ﹤0.01%
257
-461
4395
$12K ﹤0.01%
+212
4396
$12K ﹤0.01%
627
4397
$12K ﹤0.01%
1,408
-394
4398
$12K ﹤0.01%
5,389
-832
4399
$12K ﹤0.01%
+135
4400
$12K ﹤0.01%
612
+77
174 175
176
177 178