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
3076
$2K ﹤0.01%
+32
3077
$2K ﹤0.01%
+83
3078
$2K ﹤0.01%
+34
3079
$2K ﹤0.01%
+107
3080
$2K ﹤0.01%
+15
3081
$2K ﹤0.01%
+60
3082
$2K ﹤0.01%
+75
3083
$2K ﹤0.01%
+97
3084
$2K ﹤0.01%
+41
3085
$2K ﹤0.01%
+270
3086
$2K ﹤0.01%
+182
3087
$2K ﹤0.01%
+379
3088
$2K ﹤0.01%
+42
3089
$2K ﹤0.01%
+74
3090
$2K ﹤0.01%
+71
3091
$2K ﹤0.01%
+19
3092
$2K ﹤0.01%
+25
3093
$2K ﹤0.01%
+47
3094
$2K ﹤0.01%
+143
3095
$2K ﹤0.01%
+88
3096
$2K ﹤0.01%
+146
3097
$2K ﹤0.01%
+127
3098
$2K ﹤0.01%
+60
3099
$2K ﹤0.01%
+132
3100
$2K ﹤0.01%
+1,000
122 123
124
125 126