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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
1776
$517K ﹤0.01%
11,508
+4,495
1777
$516K ﹤0.01%
8,245
+418
1778
$516K ﹤0.01%
7,541
+884
1779
$515K ﹤0.01%
42,882
1780
$515K ﹤0.01%
8,586
+2,166
1781
$514K ﹤0.01%
11,271
+4,129
1782
$514K ﹤0.01%
20,494
+1,645
1783
$512K ﹤0.01%
75,000
-5,000
1784
$512K ﹤0.01%
67,778
+24,747
1785
$511K ﹤0.01%
27,401
+11,456
1786
$510K ﹤0.01%
10,779
-172
1787
$510K ﹤0.01%
77,701
+29,880
1788
$509K ﹤0.01%
20,217
+5,813
1789
$508K ﹤0.01%
8,261
+908
1790
$508K ﹤0.01%
15,315
+15,087
1791
$506K ﹤0.01%
12,117
-4,705
1792
$504K ﹤0.01%
18,853
+274
1793
$503K ﹤0.01%
8,472
+1,323
1794
$503K ﹤0.01%
10,632
+3,885
1795
$502K ﹤0.01%
17,598
+242
1796
$502K ﹤0.01%
7,464
+2,040
1797
$501K ﹤0.01%
36,253
+22,499
1798
$500K ﹤0.01%
17,717
-735
1799
$500K ﹤0.01%
18,245
+7,638
1800
$499K ﹤0.01%
2,705
+2
70 71
72
73 74