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
$23.2B
AUM Growth
+$2.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,317
New
Increased
Reduced
Closed

Top Sells

1 +$119M
2 +$73.6M
3 +$64.3M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$55.5M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$28.5M

Sector Composition

1 Technology 8.27%
2 Financials 3.66%
3 Healthcare 3.29%
4 Consumer Discretionary 2.89%
5 Communication Services 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3951
$7K ﹤0.01%
500
+400
3952
$7K ﹤0.01%
7,378
+88
3953
$7K ﹤0.01%
175
3954
$7K ﹤0.01%
334
3955
$7K ﹤0.01%
3,227
+1,504
3956
$7K ﹤0.01%
192
-35
3957
$7K ﹤0.01%
76
3958
$7K ﹤0.01%
339
3959
$7K ﹤0.01%
463
+84
3960
$7K ﹤0.01%
194
3961
$7K ﹤0.01%
529
+57
3962
$7K ﹤0.01%
96
+42
3963
$7K ﹤0.01%
95
3964
$7K ﹤0.01%
1,420
+964
3965
$7K ﹤0.01%
626
+555
3966
$7K ﹤0.01%
835
3967
$7K ﹤0.01%
227
+226
3968
$7K ﹤0.01%
216
+167
3969
$7K ﹤0.01%
140
+19
3970
$7K ﹤0.01%
2,416
3971
$7K ﹤0.01%
1,821
3972
$7K ﹤0.01%
201
3973
$7K ﹤0.01%
1,468
+14
3974
$7K ﹤0.01%
7,217
+1,577
3975
$7K ﹤0.01%
+150