Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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 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 7.25%
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
876
$295K ﹤0.01%
+1,261
877
$295K ﹤0.01%
+5,296
878
$295K ﹤0.01%
+5,576
879
$293K ﹤0.01%
+1,288
880
$292K ﹤0.01%
+3,479
881
$292K ﹤0.01%
+12,667
882
$292K ﹤0.01%
+1,642
883
$291K ﹤0.01%
+8,244
884
$291K ﹤0.01%
+1,626
885
$290K ﹤0.01%
+10,269
886
$289K ﹤0.01%
+9,436
887
$288K ﹤0.01%
+6,778
888
$288K ﹤0.01%
+585
889
$287K ﹤0.01%
+4,791
890
$287K ﹤0.01%
+9,819
891
$286K ﹤0.01%
+4,925
892
$286K ﹤0.01%
+4,080
893
$286K ﹤0.01%
+19,137
894
$286K ﹤0.01%
+5,518
895
$285K ﹤0.01%
+5,713
896
$283K ﹤0.01%
+2,354
897
$282K ﹤0.01%
+2,910
898
$282K ﹤0.01%
+8,209
899
$281K ﹤0.01%
+2,618
900
$279K ﹤0.01%
+6,000
34 35
36
37 38