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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
3076
$2K ﹤0.01%
+253
3077
$2K ﹤0.01%
+322
3078
$2K ﹤0.01%
+308
3079
$2K ﹤0.01%
+188
3080
$2K ﹤0.01%
+60
3081
$2K ﹤0.01%
+15
3082
$2K ﹤0.01%
+197
3083
$2K ﹤0.01%
+3
3084
$2K ﹤0.01%
+14
3085
$2K ﹤0.01%
+45
3086
$2K ﹤0.01%
+380
3087
$2K ﹤0.01%
+57
3088
$2K ﹤0.01%
+28
3089
$2K ﹤0.01%
+82
3090
$2K ﹤0.01%
+49
3091
$2K ﹤0.01%
+65
3092
$2K ﹤0.01%
+102
3093
$2K ﹤0.01%
+86
3094
$2K ﹤0.01%
+52
3095
$2K ﹤0.01%
+43
3096
$2K ﹤0.01%
+124
3097
$2K ﹤0.01%
+31
3098
$2K ﹤0.01%
+4
3099
$2K ﹤0.01%
+32
3100
$2K ﹤0.01%
+83
122 123
124
125 126