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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
5076
$1K ﹤0.01%
89
-1,620
5077
$1K ﹤0.01%
+17
5078
$1K ﹤0.01%
+30
5079
$1K ﹤0.01%
+52
5080
$1K ﹤0.01%
+36
5081
$1K ﹤0.01%
+50
5082
$1K ﹤0.01%
661
+208
5083
$1K ﹤0.01%
76
-1,735
5084
$1K ﹤0.01%
75
+27
5085
$1K ﹤0.01%
133
+39
5086
$1K ﹤0.01%
+362
5087
$1K ﹤0.01%
26
+16
5088
$1K ﹤0.01%
+330
5089
$1K ﹤0.01%
110
-2,027
5090
$1K ﹤0.01%
15
5091
$1K ﹤0.01%
+551
5092
$1K ﹤0.01%
+127
5093
$1K ﹤0.01%
220
+153
5094
$1K ﹤0.01%
744
-3,392
5095
$1K ﹤0.01%
+22
5096
$1K ﹤0.01%
+275
5097
$1K ﹤0.01%
133
+93
5098
$1K ﹤0.01%
63
-1
5099
$1K ﹤0.01%
+4
5100
$1K ﹤0.01%
149
+4
202 203
204
205 206