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
726
$496K ﹤0.01%
+9,637
727
$493K ﹤0.01%
+4,938
728
$493K ﹤0.01%
+2,968
729
$491K ﹤0.01%
+2,149
730
$491K ﹤0.01%
+13,190
731
$490K ﹤0.01%
+5,182
732
$490K ﹤0.01%
+10,737
733
$489K ﹤0.01%
+7,886
734
$488K ﹤0.01%
+2,739
735
$487K ﹤0.01%
+6,033
736
$483K ﹤0.01%
+3,207
737
$482K ﹤0.01%
+2,384
738
$479K ﹤0.01%
+59,679
739
$476K ﹤0.01%
+13,600
740
$476K ﹤0.01%
+6,617
741
$476K ﹤0.01%
+1,913
742
$476K ﹤0.01%
+8,729
743
$475K ﹤0.01%
+2,685
744
$473K ﹤0.01%
+15,781
745
$472K ﹤0.01%
+8,108
746
$471K ﹤0.01%
+2,526
747
$468K ﹤0.01%
+3,769
748
$467K ﹤0.01%
+10,082
749
$467K ﹤0.01%
+5,536
750
$463K ﹤0.01%
+5,015
28 29
30
31 32