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
376
$2.69M 0.02%
+45,746
377
$2.68M 0.02%
+11,732
378
$2.65M 0.02%
+74,903
379
$2.64M 0.02%
+15,850
380
$2.64M 0.02%
+122,832
381
$2.64M 0.02%
+28,758
382
$2.62M 0.02%
+126,092
383
$2.58M 0.02%
+24,753
384
$2.56M 0.02%
+13,587
385
$2.55M 0.02%
+73,298
386
$2.55M 0.02%
+9,179
387
$2.51M 0.02%
+117,456
388
$2.49M 0.02%
+33,250
389
$2.48M 0.02%
+36,135
390
$2.44M 0.02%
+34,399
391
$2.43M 0.02%
+41,242
392
$2.42M 0.02%
+28,152
393
$2.42M 0.02%
+18,242
394
$2.41M 0.02%
+29,058
395
$2.41M 0.02%
+33,745
396
$2.41M 0.02%
+31,764
397
$2.38M 0.02%
+16,023
398
$2.36M 0.02%
+29,600
399
$2.34M 0.02%
+25,978
400
$2.33M 0.02%
+9,434
14 15
16
17 18