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
651
$684K ﹤0.01%
+17,210
652
$678K ﹤0.01%
+6,489
653
$676K ﹤0.01%
+14,367
654
$674K ﹤0.01%
+8,355
655
$674K ﹤0.01%
+397
656
$671K ﹤0.01%
+7,705
657
$667K ﹤0.01%
+4,299
658
$663K ﹤0.01%
+7,338
659
$663K ﹤0.01%
+16,769
660
$655K ﹤0.01%
+7,686
661
$655K ﹤0.01%
+7,635
662
$654K ﹤0.01%
+5,465
663
$653K ﹤0.01%
+8,490
664
$642K ﹤0.01%
+33,040
665
$639K ﹤0.01%
+2,532
666
$637K ﹤0.01%
+3,673
667
$634K ﹤0.01%
+24,343
668
$633K ﹤0.01%
+5,548
669
$632K ﹤0.01%
+2,315
670
$630K ﹤0.01%
+8,613
671
$629K ﹤0.01%
+8,166
672
$626K ﹤0.01%
+7,030
673
$622K ﹤0.01%
+2,305
674
$621K ﹤0.01%
+6,433
675
$621K ﹤0.01%
+6,749
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