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
3101
$2K ﹤0.01%
+104
3102
$2K ﹤0.01%
+47
3103
$2K ﹤0.01%
+156
3104
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+56
3105
$2K ﹤0.01%
+15
3106
$2K ﹤0.01%
+277
3107
$2K ﹤0.01%
+46
3108
$2K ﹤0.01%
+40
3109
$2K ﹤0.01%
+98
3110
$2K ﹤0.01%
+46
3111
$2K ﹤0.01%
+650
3112
$2K ﹤0.01%
+450
3113
$2K ﹤0.01%
+232
3114
$2K ﹤0.01%
+100
3115
$2K ﹤0.01%
+12
3116
$2K ﹤0.01%
+13
3117
$2K ﹤0.01%
+14
3118
$2K ﹤0.01%
+30
3119
$2K ﹤0.01%
+38
3120
$2K ﹤0.01%
+9
3121
$2K ﹤0.01%
+448
3122
$2K ﹤0.01%
+46
3123
$2K ﹤0.01%
+46
3124
$2K ﹤0.01%
+140
3125
$2K ﹤0.01%
+273
123 124
125
126 127