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
801
$378K ﹤0.01%
+2,088
802
$378K ﹤0.01%
+13,798
803
$377K ﹤0.01%
+2,061
804
$375K ﹤0.01%
+19,235
805
$375K ﹤0.01%
+7,500
806
$374K ﹤0.01%
+4,023
807
$372K ﹤0.01%
+3,591
808
$369K ﹤0.01%
+3,649
809
$368K ﹤0.01%
+12,217
810
$367K ﹤0.01%
+5,499
811
$365K ﹤0.01%
+8,584
812
$365K ﹤0.01%
+4,210
813
$364K ﹤0.01%
+13,996
814
$364K ﹤0.01%
+4,849
815
$363K ﹤0.01%
+7,705
816
$363K ﹤0.01%
+4,707
817
$362K ﹤0.01%
+3,044
818
$361K ﹤0.01%
+31,684
819
$357K ﹤0.01%
+5,369
820
$355K ﹤0.01%
+2,049
821
$355K ﹤0.01%
+5,682
822
$355K ﹤0.01%
+3,678
823
$354K ﹤0.01%
+4,017
824
$354K ﹤0.01%
+931
825
$353K ﹤0.01%
+820
31 32
33
34 35