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
526
$1.26M 0.01%
+35,777
527
$1.25M 0.01%
+5,991
528
$1.25M 0.01%
+13,324
529
$1.24M 0.01%
+36,105
530
$1.23M 0.01%
+17,165
531
$1.23M 0.01%
+2,330
532
$1.23M 0.01%
+28,726
533
$1.22M 0.01%
+8,196
534
$1.22M 0.01%
+13,093
535
$1.21M 0.01%
+17,936
536
$1.21M 0.01%
+4,680
537
$1.21M 0.01%
+45,391
538
$1.21M 0.01%
+24,720
539
$1.21M 0.01%
+42,516
540
$1.21M 0.01%
+7,461
541
$1.2M 0.01%
+14,808
542
$1.2M 0.01%
+14,895
543
$1.19M 0.01%
+7,070
544
$1.19M 0.01%
+18,591
545
$1.18M 0.01%
+9,601
546
$1.18M 0.01%
+36,385
547
$1.18M 0.01%
+5,901
548
$1.18M 0.01%
+11,128
549
$1.16M 0.01%
+12,249
550
$1.15M 0.01%
+12,335
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