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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
601
$6.79M 0.02%
18,381
+729
602
$6.75M 0.02%
117,633
+48,096
603
$6.75M 0.02%
227,841
-67,020
604
$6.74M 0.02%
100,072
-3,478
605
$6.71M 0.02%
136,512
+48,337
606
$6.71M 0.02%
80,499
+15,903
607
$6.7M 0.02%
30,720
+16,662
608
$6.68M 0.02%
45,848
+19,899
609
$6.65M 0.02%
47,455
+12,673
610
$6.63M 0.02%
13,616
-773
611
$6.62M 0.02%
57,806
+27,334
612
$6.62M 0.02%
324,243
+93,003
613
$6.58M 0.02%
96,662
+17,955
614
$6.57M 0.02%
217,391
+31,477
615
$6.54M 0.02%
98,148
-3,537
616
$6.54M 0.02%
65,790
+4,179
617
$6.53M 0.02%
83,916
+43,065
618
$6.44M 0.02%
127,041
+20,364
619
$6.44M 0.02%
67,217
-4,760
620
$6.41M 0.02%
208,731
+50,900
621
$6.4M 0.02%
19,858
+3,217
622
$6.39M 0.02%
30,044
+10,835
623
$6.38M 0.02%
14,975
+1,913
624
$6.38M 0.02%
23,195
+20,512
625
$6.35M 0.02%
252,769
-95,362
23 24
25
26 27