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
476
$1.64M 0.01%
+21,157
477
$1.64M 0.01%
+33,600
478
$1.63M 0.01%
+14,069
479
$1.62M 0.01%
+10,272
480
$1.6M 0.01%
+41,450
481
$1.6M 0.01%
+24,554
482
$1.59M 0.01%
+30,661
483
$1.59M 0.01%
+31,248
484
$1.59M 0.01%
+57,499
485
$1.58M 0.01%
+23,201
486
$1.57M 0.01%
+7,465
487
$1.57M 0.01%
+6,413
488
$1.56M 0.01%
+43,102
489
$1.56M 0.01%
+9,415
490
$1.54M 0.01%
+12,986
491
$1.51M 0.01%
+9,913
492
$1.51M 0.01%
+42,738
493
$1.5M 0.01%
+33,686
494
$1.5M 0.01%
+41,691
495
$1.49M 0.01%
+17,757
496
$1.49M 0.01%
+1,629
497
$1.48M 0.01%
+27,533
498
$1.48M 0.01%
+29,925
499
$1.48M 0.01%
+10,629
500
$1.48M 0.01%
+43,207
18 19
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