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
3651
$0 ﹤0.01%
+8
3652
– –
0
3653
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+38
3654
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3655
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+3
3656
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3657
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+100
3658
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3659
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3660
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3661
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3662
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3663
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3664
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3665
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3666
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3667
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3668
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3670
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3671
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3672
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3673
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+2
3674
$0 ﹤0.01%
+29
3675
$0 ﹤0.01%
+3
145 146
147
148 149