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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
1826
$482K ﹤0.01%
19,572
+16,580
1827
$481K ﹤0.01%
13,196
-6,127
1828
$481K ﹤0.01%
11,460
-149
1829
$478K ﹤0.01%
9,554
-1,135
1830
$478K ﹤0.01%
12,486
+9,296
1831
$478K ﹤0.01%
14,808
+1,163
1832
$477K ﹤0.01%
5,895
+3,360
1833
$475K ﹤0.01%
14,666
+10,857
1834
$474K ﹤0.01%
18,835
-160
1835
$472K ﹤0.01%
15,531
+5,092
1836
$471K ﹤0.01%
4,288
1837
$470K ﹤0.01%
20,510
+7,098
1838
$469K ﹤0.01%
13,259
+1,221
1839
$468K ﹤0.01%
3,875
+2,643
1840
$468K ﹤0.01%
43,843
+2,070
1841
$466K ﹤0.01%
12,322
+571
1842
$466K ﹤0.01%
2,854
+246
1843
$466K ﹤0.01%
5,744
+2,082
1844
$466K ﹤0.01%
9,405
+651
1845
$465K ﹤0.01%
17,951
+15,833
1846
$464K ﹤0.01%
17,495
+3,885
1847
$464K ﹤0.01%
7,171
-495
1848
$463K ﹤0.01%
6,590
+5,279
1849
$460K ﹤0.01%
34,527
+34,525
1850
$460K ﹤0.01%
33,273
+27,530
72 73
74
75 76