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
3176
$2K ﹤0.01%
+29
3177
$2K ﹤0.01%
+50
3178
$2K ﹤0.01%
+50
3179
$2K ﹤0.01%
+47
3180
$2K ﹤0.01%
+45
3181
$2K ﹤0.01%
+240
3182
$2K ﹤0.01%
+45
3183
$2K ﹤0.01%
+177
3184
$2K ﹤0.01%
+46
3185
$2K ﹤0.01%
+12
3186
$2K ﹤0.01%
+85
3187
$2K ﹤0.01%
+56
3188
$2K ﹤0.01%
+17
3189
$2K ﹤0.01%
+17
3190
$2K ﹤0.01%
+37
3191
$2K ﹤0.01%
+19
3192
$2K ﹤0.01%
+43
3193
$2K ﹤0.01%
+160
3194
$2K ﹤0.01%
+135
3195
$2K ﹤0.01%
+258
3196
$2K ﹤0.01%
+65
3197
$2K ﹤0.01%
+10
3198
$2K ﹤0.01%
+100
3199
$2K ﹤0.01%
+26
3200
$2K ﹤0.01%
+54
126 127
128
129 130