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
3126
$2K ﹤0.01%
+31
3127
$2K ﹤0.01%
+32
3128
$2K ﹤0.01%
+6
3129
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+200
3130
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+150
3131
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+115
3132
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+82
3133
$2K ﹤0.01%
+48
3134
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+59
3135
$2K ﹤0.01%
+36
3136
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+266
3137
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+121
3138
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+108
3139
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+295
3140
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+50
3141
$2K ﹤0.01%
+78
3142
$2K ﹤0.01%
+200
3143
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+56
3144
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+98
3145
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+197
3146
$2K ﹤0.01%
+48
3147
$2K ﹤0.01%
+46
3148
$2K ﹤0.01%
+227
3149
$2K ﹤0.01%
+12
3150
$2K ﹤0.01%
+55
124 125
126
127 128