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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
3126
$2K ﹤0.01%
+156
3127
$2K ﹤0.01%
+56
3128
$2K ﹤0.01%
+277
3129
$2K ﹤0.01%
+46
3130
$2K ﹤0.01%
+40
3131
$2K ﹤0.01%
+98
3132
$2K ﹤0.01%
+46
3133
$2K ﹤0.01%
+650
3134
$2K ﹤0.01%
+450
3135
$2K ﹤0.01%
+232
3136
$2K ﹤0.01%
+100
3137
$2K ﹤0.01%
+12
3138
$2K ﹤0.01%
+13
3139
$2K ﹤0.01%
+14
3140
$2K ﹤0.01%
+30
3141
$2K ﹤0.01%
+38
3142
$2K ﹤0.01%
+9
3143
$2K ﹤0.01%
+448
3144
$2K ﹤0.01%
+46
3145
$2K ﹤0.01%
+46
3146
$2K ﹤0.01%
+140
3147
$2K ﹤0.01%
+273
3148
$2K ﹤0.01%
+31
3149
$2K ﹤0.01%
+32
3150
$2K ﹤0.01%
+6
124 125
126
127 128