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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
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
3201
$2K ﹤0.01%
+85
3202
$2K ﹤0.01%
+56
3203
$2K ﹤0.01%
+17
3204
$2K ﹤0.01%
+17
3205
$2K ﹤0.01%
+37
3206
$2K ﹤0.01%
+19
3207
$2K ﹤0.01%
+43
3208
$2K ﹤0.01%
+160
3209
$2K ﹤0.01%
+135
3210
$2K ﹤0.01%
+258
3211
$2K ﹤0.01%
+65
3212
$2K ﹤0.01%
+10
3213
$2K ﹤0.01%
+100
3214
$2K ﹤0.01%
+26
3215
$2K ﹤0.01%
+54
3216
$2K ﹤0.01%
+140
3217
$2K ﹤0.01%
+288
3218
$1K ﹤0.01%
+79
3219
$1K ﹤0.01%
+12
3220
$1K ﹤0.01%
+23
3221
$1K ﹤0.01%
+32
3222
$1K ﹤0.01%
+38
3223
$1K ﹤0.01%
+40
3224
$1K ﹤0.01%
+60
3225
$1K ﹤0.01%
+55
127 128
129
130 131