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
576
$993K 0.01%
+19,032
577
$986K 0.01%
+15,515
578
$965K 0.01%
+53,794
579
$963K 0.01%
+17,292
580
$959K 0.01%
+27,155
581
$955K 0.01%
+22,449
582
$949K 0.01%
+14,053
583
$947K 0.01%
+14,140
584
$941K 0.01%
+10,817
585
$934K 0.01%
+3,723
586
$930K 0.01%
+11,203
587
$929K 0.01%
+15,637
588
$928K 0.01%
+4,310
589
$926K 0.01%
+13,308
590
$925K 0.01%
+2,783
591
$925K 0.01%
+7,088
592
$919K 0.01%
+26,775
593
$907K 0.01%
+15,923
594
$903K 0.01%
+15,404
595
$901K 0.01%
+669
596
$898K 0.01%
+46,197
597
$895K 0.01%
+6,932
598
$887K 0.01%
+15,075
599
$887K 0.01%
+26,538
600
$880K 0.01%
+34,055
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