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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
1051
$2.19M 0.01%
5,627
+3,321
1052
$2.18M 0.01%
32,184
+5,410
1053
$2.18M 0.01%
44,731
+287
1054
$2.17M 0.01%
82,810
+32,026
1055
$2.17M 0.01%
14,268
-268
1056
$2.17M 0.01%
24,728
+11,674
1057
$2.16M 0.01%
94,859
+1,306
1058
$2.15M 0.01%
23,084
-932
1059
$2.15M 0.01%
29,288
-4,442
1060
$2.15M 0.01%
15,851
+12,120
1061
$2.14M 0.01%
36,509
+1,293
1062
$2.14M 0.01%
19,094
-4,865
1063
$2.14M 0.01%
13,578
+99
1064
$2.13M 0.01%
17,034
+5,408
1065
$2.13M 0.01%
94,233
-33,351
1066
$2.12M 0.01%
93,860
-1,021
1067
$2.12M 0.01%
38,972
-15,056
1068
$2.1M 0.01%
193,905
-34,547
1069
$2.1M 0.01%
9,451
+4,864
1070
$2.1M 0.01%
39,267
+778
1071
$2.1M 0.01%
21,106
+4,448
1072
$2.09M 0.01%
55,495
+3,469
1073
$2.09M 0.01%
10,985
-1,747
1074
$2.09M 0.01%
79,140
-8,193
1075
$2.09M 0.01%
44,834
+1,288
41 42
43
44 45