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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
4501
$9K ﹤0.01%
354
-1,158
4502
$9K ﹤0.01%
2,264
+373
4503
$9K ﹤0.01%
1,249
+162
4504
$9K ﹤0.01%
828
+52
4505
$9K ﹤0.01%
300
4506
$9K ﹤0.01%
560
-385
4507
$9K ﹤0.01%
390
4508
$9K ﹤0.01%
245
4509
$9K ﹤0.01%
342
+327
4510
$9K ﹤0.01%
4,182
+755
4511
$9K ﹤0.01%
630
4512
$9K ﹤0.01%
1,151
+111
4513
$9K ﹤0.01%
300
4514
$9K ﹤0.01%
102
+1
4515
$9K ﹤0.01%
5,767
+4,343
4516
$9K ﹤0.01%
321
+81
4517
$9K ﹤0.01%
+81
4518
$9K ﹤0.01%
1,158
+1,073
4519
$9K ﹤0.01%
+654
4520
$9K ﹤0.01%
468
4521
$9K ﹤0.01%
1,839
+410
4522
$9K ﹤0.01%
166
+1
4523
$9K ﹤0.01%
321
+37
4524
$9K ﹤0.01%
2,373
-1,129
4525
$9K ﹤0.01%
5,443
+2,470
179 180
181
182 183