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
876
$295K ﹤0.01%
+5,576
877
$295K ﹤0.01%
+5,296
878
$295K ﹤0.01%
+1,261
879
$293K ﹤0.01%
+1,288
880
$292K ﹤0.01%
+1,642
881
$292K ﹤0.01%
+12,667
882
$292K ﹤0.01%
+3,479
883
$291K ﹤0.01%
+1,626
884
$291K ﹤0.01%
+8,244
885
$290K ﹤0.01%
+10,269
886
$289K ﹤0.01%
+9,436
887
$288K ﹤0.01%
+585
888
$288K ﹤0.01%
+6,778
889
$287K ﹤0.01%
+9,819
890
$287K ﹤0.01%
+4,791
891
$286K ﹤0.01%
+5,518
892
$286K ﹤0.01%
+19,137
893
$286K ﹤0.01%
+4,080
894
$286K ﹤0.01%
+4,925
895
$285K ﹤0.01%
+5,713
896
$283K ﹤0.01%
+2,354
897
$282K ﹤0.01%
+8,209
898
$282K ﹤0.01%
+2,910
899
$281K ﹤0.01%
+2,618
900
$279K ﹤0.01%
+2,109
34 35
36
37 38