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
3201
$2K ﹤0.01%
+140
3202
$2K ﹤0.01%
+288
3203
$2K ﹤0.01%
+20
3204
$2K ﹤0.01%
+50
3205
$2K ﹤0.01%
+151
3206
$2K ﹤0.01%
+64
3207
$2K ﹤0.01%
+142
3208
$2K ﹤0.01%
+3
3209
$2K ﹤0.01%
+70
3210
$2K ﹤0.01%
+82
3211
$2K ﹤0.01%
+2,000
3212
$2K ﹤0.01%
+167
3213
$2K ﹤0.01%
+253
3214
$2K ﹤0.01%
+322
3215
$2K ﹤0.01%
+308
3216
$2K ﹤0.01%
+188
3217
$2K ﹤0.01%
+60
3218
$1K ﹤0.01%
+50
3219
$1K ﹤0.01%
+12
3220
$1K ﹤0.01%
+8
3221
$1K ﹤0.01%
+55
3222
$1K ﹤0.01%
+32
3223
$1K ﹤0.01%
+27
3224
$1K ﹤0.01%
+163
3225
$1K ﹤0.01%
+50
127 128
129
130 131