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
4126
$5K ﹤0.01%
140
4127
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175
+20
4128
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286
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244
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918
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771
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367
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500
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703
+475
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122
4140
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4141
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126
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4144
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172
+100
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4146
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50
4147
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589
4148
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1,705
+1,086
4149
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275
+121
4150
$5K ﹤0.01%
276
+30