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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
1851
$458K ﹤0.01%
63,325
+38,998
1852
$456K ﹤0.01%
15,322
-4,090
1853
$454K ﹤0.01%
6,922
+4,811
1854
$454K ﹤0.01%
45,732
+25,445
1855
$454K ﹤0.01%
28,259
+10,287
1856
$453K ﹤0.01%
6,631
+746
1857
$453K ﹤0.01%
8,955
+1,152
1858
$452K ﹤0.01%
2,783
1859
$452K ﹤0.01%
43,164
+9,222
1860
$451K ﹤0.01%
3,164
+315
1861
$451K ﹤0.01%
55,439
+328
1862
$450K ﹤0.01%
3,409
+625
1863
$448K ﹤0.01%
4,806
-18,118
1864
$448K ﹤0.01%
15,252
-2,273
1865
$444K ﹤0.01%
11,498
+10,632
1866
$443K ﹤0.01%
49,805
+37,017
1867
$441K ﹤0.01%
81,479
+58,820
1868
$441K ﹤0.01%
2,230
+1,848
1869
$441K ﹤0.01%
9,316
+6,045
1870
$440K ﹤0.01%
20,938
-2
1871
$440K ﹤0.01%
15,058
+2,708
1872
$440K ﹤0.01%
11,673
+11,143
1873
$440K ﹤0.01%
+16,391
1874
$439K ﹤0.01%
24,834
+8,715
1875
$439K ﹤0.01%
3,040
+334
73 74
75
76 77