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
3151
$2K ﹤0.01%
+51
3152
$2K ﹤0.01%
+32
3153
$2K ﹤0.01%
+25
3154
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+160
3155
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+14
3156
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+45
3157
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+380
3158
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+57
3159
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+28
3160
$2K ﹤0.01%
+200
3161
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+20
3162
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+39
3163
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+107
3164
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+32
3165
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+118
3166
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+27
3167
$2K ﹤0.01%
+474
3168
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+576
3169
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+12
3170
$2K ﹤0.01%
+54
3171
$2K ﹤0.01%
+1,050
3172
$2K ﹤0.01%
+150
3173
$2K ﹤0.01%
+35
3174
$2K ﹤0.01%
+175
3175
$2K ﹤0.01%
+15
125 126
127
128 129