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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
1026
$2.32M 0.01%
9,325
+655
1027
$2.32M 0.01%
49,999
+40,730
1028
$2.31M 0.01%
38,802
+499
1029
$2.3M 0.01%
18,139
+5,291
1030
$2.29M 0.01%
14,830
+1,098
1031
$2.29M 0.01%
54,527
+6,816
1032
$2.29M 0.01%
45,257
+30,098
1033
$2.29M 0.01%
16,626
-1,575
1034
$2.29M 0.01%
90,370
-26,304
1035
$2.28M 0.01%
200,290
+173,459
1036
$2.28M 0.01%
59,350
+57,979
1037
$2.28M 0.01%
100,470
-3,388
1038
$2.27M 0.01%
+44,046
1039
$2.27M 0.01%
11,068
+1,826
1040
$2.25M 0.01%
91,378
-9,524
1041
$2.25M 0.01%
16,727
+445
1042
$2.24M 0.01%
97,783
+15,898
1043
$2.24M 0.01%
205,406
-61,846
1044
$2.24M 0.01%
49,525
+16,694
1045
$2.23M 0.01%
84,643
+40,883
1046
$2.23M 0.01%
7,290
+1,444
1047
$2.2M 0.01%
7,159
+1,127
1048
$2.2M 0.01%
240,123
+824
1049
$2.2M 0.01%
50,144
+15,246
1050
$2.19M 0.01%
42,651
-11,019
40 41
42
43 44