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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
2201
$274K ﹤0.01%
8,366
+4,316
2202
$274K ﹤0.01%
7,796
-518
2203
$274K ﹤0.01%
11,459
+8,320
2204
$274K ﹤0.01%
23,633
-6,699
2205
$273K ﹤0.01%
6,929
+4,333
2206
$273K ﹤0.01%
9,648
+467
2207
$273K ﹤0.01%
8,932
-418
2208
$273K ﹤0.01%
4,424
+221
2209
$272K ﹤0.01%
2,483
+1
2210
$271K ﹤0.01%
1,933
+831
2211
$271K ﹤0.01%
1,536
-47
2212
$271K ﹤0.01%
5,288
-175
2213
$270K ﹤0.01%
4,370
+3,529
2214
$270K ﹤0.01%
14,895
+7,764
2215
$270K ﹤0.01%
40,933
+7,901
2216
$269K ﹤0.01%
13,888
+7,595
2217
$269K ﹤0.01%
7,938
-46
2218
$269K ﹤0.01%
8,450
-713
2219
$268K ﹤0.01%
4,546
+2,278
2220
$268K ﹤0.01%
9,720
+2,617
2221
$268K ﹤0.01%
8,474
-1,325
2222
$267K ﹤0.01%
361
+158
2223
$267K ﹤0.01%
6,111
+494
2224
$267K ﹤0.01%
21,983
+19,187
2225
$267K ﹤0.01%
11,318
-1,445
87 88
89
90 91