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
676
$609K ﹤0.01%
+3,814
677
$608K ﹤0.01%
+13,433
678
$606K ﹤0.01%
+6,005
679
$602K ﹤0.01%
+53,234
680
$596K ﹤0.01%
+166,023
681
$594K ﹤0.01%
+10,138
682
$592K ﹤0.01%
+10,122
683
$586K ﹤0.01%
+2,859
684
$583K ﹤0.01%
+4,749
685
$583K ﹤0.01%
+54,201
686
$582K ﹤0.01%
+1,571
687
$580K ﹤0.01%
+10,226
688
$580K ﹤0.01%
+9,650
689
$577K ﹤0.01%
+8,724
690
$570K ﹤0.01%
+7,427
691
$566K ﹤0.01%
+2,308
692
$565K ﹤0.01%
+13,534
693
$562K ﹤0.01%
+7,776
694
$561K ﹤0.01%
+14,359
695
$561K ﹤0.01%
+8,453
696
$556K ﹤0.01%
+5,205
697
$550K ﹤0.01%
+3,187
698
$549K ﹤0.01%
+7,500
699
$548K ﹤0.01%
+5,051
700
$548K ﹤0.01%
+2,101
26 27
28
29 30