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
951
$236K ﹤0.01%
+5,984
952
$236K ﹤0.01%
+3,224
953
$235K ﹤0.01%
+1,770
954
$235K ﹤0.01%
+690
955
$234K ﹤0.01%
+12,331
956
$234K ﹤0.01%
+5,385
957
$234K ﹤0.01%
+4,405
958
$233K ﹤0.01%
+3,555
959
$233K ﹤0.01%
+21,796
960
$233K ﹤0.01%
+9,479
961
$233K ﹤0.01%
+1,267
962
$232K ﹤0.01%
+4,281
963
$232K ﹤0.01%
+1,177
964
$231K ﹤0.01%
+2,577
965
$231K ﹤0.01%
+7,322
966
$230K ﹤0.01%
+2,725
967
$230K ﹤0.01%
+5,392
968
$230K ﹤0.01%
+2,061
969
$229K ﹤0.01%
+586
970
$227K ﹤0.01%
+1,472
971
$226K ﹤0.01%
+4,803
972
$225K ﹤0.01%
+3,467
973
$225K ﹤0.01%
+4,689
974
$224K ﹤0.01%
+8,443
975
$224K ﹤0.01%
+3,022
37 38
39
40 41