Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
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
+$938M
2
+$859M
3
+$566M
4
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$559M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$384M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.26%
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%
+309
3052
$3K ﹤0.01%
+95
3053
$3K ﹤0.01%
+8
3054
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+205
3055
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+140
3056
$3K ﹤0.01%
+4
3057
$3K ﹤0.01%
+328
3058
$3K ﹤0.01%
+107
3059
$3K ﹤0.01%
+701
3060
$3K ﹤0.01%
+14
3061
$3K ﹤0.01%
+55
3062
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+74
3063
$3K ﹤0.01%
+152
3064
$3K ﹤0.01%
+124
3065
$3K ﹤0.01%
+90
3066
$2K ﹤0.01%
+86
3067
$2K ﹤0.01%
+283
3068
$2K ﹤0.01%
+49
3069
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+65
3070
$2K ﹤0.01%
+102
3071
$2K ﹤0.01%
+52
3072
$2K ﹤0.01%
+43
3073
$2K ﹤0.01%
+124
3074
$2K ﹤0.01%
+31
3075
$2K ﹤0.01%
+4
121 122
123
124 125