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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
2026
$338K ﹤0.01%
4,925
+1,508
2027
$338K ﹤0.01%
3,810
-2,968
2028
$337K ﹤0.01%
2,661
+1,785
2029
$337K ﹤0.01%
8,430
-1,611
2030
$336K ﹤0.01%
5,232
+1,094
2031
$336K ﹤0.01%
19,829
+123
2032
$336K ﹤0.01%
9,031
+250
2033
$336K ﹤0.01%
6,203
+3,131
2034
$335K ﹤0.01%
224
-150
2035
$334K ﹤0.01%
2,754
+442
2036
$334K ﹤0.01%
21,839
-2,059
2037
$334K ﹤0.01%
+25,474
2038
$333K ﹤0.01%
5,944
+1,954
2039
$333K ﹤0.01%
3,789
-20,712
2040
$333K ﹤0.01%
13,474
+11,965
2041
$332K ﹤0.01%
28,185
+8,548
2042
$332K ﹤0.01%
27,268
+7,075
2043
$331K ﹤0.01%
19,187
+856
2044
$331K ﹤0.01%
6,933
-3,110
2045
$331K ﹤0.01%
3,044
-340
2046
$330K ﹤0.01%
22,739
-3,367
2047
$330K ﹤0.01%
8,898
-2,507
2048
$330K ﹤0.01%
8,616
+3,728
2049
$329K ﹤0.01%
5,679
+1,084
2050
$329K ﹤0.01%
14,771
+3
80 81
82
83 84