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
751
$459K ﹤0.01%
+6,727
752
$455K ﹤0.01%
+4,428
753
$454K ﹤0.01%
+1,401
754
$452K ﹤0.01%
+5,808
755
$452K ﹤0.01%
+3,368
756
$450K ﹤0.01%
+5,354
757
$450K ﹤0.01%
+15,765
758
$447K ﹤0.01%
+19,883
759
$447K ﹤0.01%
+1,715
760
$442K ﹤0.01%
+12,221
761
$439K ﹤0.01%
+2,634
762
$435K ﹤0.01%
+5,386
763
$435K ﹤0.01%
+14,814
764
$435K ﹤0.01%
+6,539
765
$433K ﹤0.01%
+3,764
766
$430K ﹤0.01%
+7,794
767
$428K ﹤0.01%
+15,955
768
$428K ﹤0.01%
+4,361
769
$427K ﹤0.01%
+3,234
770
$427K ﹤0.01%
+11,827
771
$426K ﹤0.01%
+5,538
772
$423K ﹤0.01%
+1,144
773
$421K ﹤0.01%
+5,421
774
$420K ﹤0.01%
+1,076
775
$420K ﹤0.01%
+3,975
29 30
31
32 33