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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
$14.2B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,703
New
Increased
Reduced
Closed

Top Buys

1
+$906M
2
+$835M
3
+$562M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$560M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$369M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.25%
2 Healthcare 5.46%
3 Financials 3.63%
4 Consumer Discretionary 2.55%
5 Industrials 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3051
$3K ﹤0.01%
+38
3052
$3K ﹤0.01%
+159
3053
$3K ﹤0.01%
+179
3054
$3K ﹤0.01%
+82
3055
$3K ﹤0.01%
+80
3056
$3K ﹤0.01%
+89
3057
$3K ﹤0.01%
+526
3058
$3K ﹤0.01%
+61
3059
$3K ﹤0.01%
+88
3060
$3K ﹤0.01%
+114
3061
$3K ﹤0.01%
+400
3062
$3K ﹤0.01%
+142
3063
$3K ﹤0.01%
+177
3064
$3K ﹤0.01%
+61
3065
$3K ﹤0.01%
+8
3066
$2K ﹤0.01%
+20
3067
$2K ﹤0.01%
+50
3068
$2K ﹤0.01%
+151
3069
$2K ﹤0.01%
+64
3070
$2K ﹤0.01%
+142
3071
$2K ﹤0.01%
+3
3072
$2K ﹤0.01%
+70
3073
$2K ﹤0.01%
+82
3074
$2K ﹤0.01%
+2,000
3075
$2K ﹤0.01%
+167
121 122
123
124 125