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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
1001
$2.5M 0.01%
10,595
+1,235
1002
$2.49M 0.01%
25,076
+8,922
1003
$2.47M 0.01%
29,751
-599
1004
$2.45M 0.01%
93,913
+51,595
1005
$2.44M 0.01%
30,315
+9,930
1006
$2.44M 0.01%
41,892
+846
1007
$2.43M 0.01%
4,916
-958
1008
$2.42M 0.01%
97,936
+16,587
1009
$2.38M 0.01%
40,092
+452
1010
$2.38M 0.01%
60,834
-12,757
1011
$2.38M 0.01%
5,002
+22
1012
$2.38M 0.01%
8,733
+1,272
1013
$2.37M 0.01%
61,096
+1,083
1014
$2.37M 0.01%
75,010
-10,075
1015
$2.37M 0.01%
40,750
+6,855
1016
$2.36M 0.01%
28,300
+20,343
1017
$2.36M 0.01%
8,230
+619
1018
$2.36M 0.01%
30,892
-1,514
1019
$2.35M 0.01%
23,909
-598
1020
$2.35M 0.01%
55,750
+16,205
1021
$2.35M 0.01%
28,297
+16,304
1022
$2.35M 0.01%
55,872
+25,361
1023
$2.34M 0.01%
23,301
+21,939
1024
$2.33M 0.01%
9,476
+7,378
1025
$2.33M 0.01%
5,942
-966
39 40
41
42 43