Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
3176
$2K ﹤0.01%
+115
3177
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+48
3178
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+59
3179
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+36
3180
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+266
3181
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+121
3182
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+108
3183
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+295
3184
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+50
3185
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+78
3186
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+200
3187
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3188
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+98
3189
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+48
3190
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+46
3191
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+227
3192
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+12
3193
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+57
3194
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+28
3195
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+283
3196
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+200
3197
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+20
3198
$2K ﹤0.01%
+39
3199
$2K ﹤0.01%
+107
3200
$2K ﹤0.01%
+32
126 127
128
129 130