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
701
$548K ﹤0.01%
+7,757
702
$545K ﹤0.01%
+5,064
703
$544K ﹤0.01%
+4,551
704
$539K ﹤0.01%
+17,390
705
$538K ﹤0.01%
+2,784
706
$538K ﹤0.01%
+2,945
707
$535K ﹤0.01%
+5,626
708
$535K ﹤0.01%
+5,834
709
$528K ﹤0.01%
+19,370
710
$526K ﹤0.01%
+3,183
711
$526K ﹤0.01%
+4,696
712
$525K ﹤0.01%
+19,916
713
$524K ﹤0.01%
+8,301
714
$523K ﹤0.01%
+2,552
715
$522K ﹤0.01%
+10,480
716
$520K ﹤0.01%
+5,734
717
$514K ﹤0.01%
+11,995
718
$510K ﹤0.01%
+15,272
719
$509K ﹤0.01%
+2,351
720
$509K ﹤0.01%
+9,240
721
$507K ﹤0.01%
+1,454
722
$505K ﹤0.01%
+10,320
723
$504K ﹤0.01%
+6,182
724
$499K ﹤0.01%
+1,065
725
$498K ﹤0.01%
+2,009
27 28
29
30 31