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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
2326
$233K ﹤0.01%
11,167
+714
2327
$232K ﹤0.01%
5,298
-975
2328
$232K ﹤0.01%
8,534
+236
2329
$232K ﹤0.01%
2,224
+395
2330
$232K ﹤0.01%
3,314
-117
2331
$232K ﹤0.01%
2,089
-3,332
2332
$232K ﹤0.01%
+5,551
2333
$231K ﹤0.01%
20,532
+688
2334
$231K ﹤0.01%
12,014
+642
2335
$231K ﹤0.01%
4,733
+2,906
2336
$231K ﹤0.01%
8,401
+1,500
2337
$230K ﹤0.01%
8,505
-6,066
2338
$230K ﹤0.01%
17,781
+10,499
2339
$230K ﹤0.01%
932
+324
2340
$229K ﹤0.01%
107,792
+58,664
2341
$229K ﹤0.01%
1,547
-25
2342
$229K ﹤0.01%
10,599
-1,308
2343
$229K ﹤0.01%
9,851
2344
$228K ﹤0.01%
5,612
+894
2345
$228K ﹤0.01%
4,441
+2,862
2346
$228K ﹤0.01%
4,407
+1,474
2347
$227K ﹤0.01%
29,886
-17,449
2348
$227K ﹤0.01%
5,404
+222
2349
$226K ﹤0.01%
9,106
+368
2350
$226K ﹤0.01%
1,593
-234
92 93
94
95 96